Financial Adviser Mentorship

Financial Adviser Mentorship
financial adviser mentorship
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The Financial Adviser Mentorship Group (FAM) has been developed by Benjamin Beck, a second careerist financial adviser. Ben joined the profession following a career in the Army and decided to set up a free to access community for other new-entrants. FAM is a meeting place for aspiring financial advisers and experienced professionals who want to help them.

The group has gone from strength to strength and has developed links with exam bodies as well as professionals who have put on free webinars and workshops covering a range of advice and support topics. Resources include:

  • Informal mentoring
  • WhatsApp study groups with seasoned advisers at hand
  • A growing community
  • Networking opportunities to key players in the profession

BTS Director, Luiza Todd appeared on an episode of the FAM show, with Ben, chatting about how she entered the profession and her story so far.

Find out more on the FAM website

What benefits does PFS membership bring?

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Why you can trust Bespoke Training Solutions to further your success…

BTS are ‘The Exam Experts’ for the CII papers. We specialise in supporting individuals through the CII Diploma in Financial Planning, more commonly known as the R0 exams. 

We also support some of the advanced papers, known as the AF exams. With 20 years’ experience, our unique STEP approach has helped thousands of trainee advisers, paraplanners, administrators and managers achieve a first-time exam pass.

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