The Financial Planner Life podcast is a fantastic resource for anyone training to be a financial planner. Hosting regular guests with useful insights to share, the FPL Podcast is an honest account of what it’s really like to work in the sector.Â
When BTS first met with FPL host Sam Oakes at the end of 2020, we agreed to record an interview on how to pass the R0 exams for CII R0 candidates starting off on their exam journey. With over 1.3k views, this interview featuring Luiza Todd, one of BTS’ founding Directors, has proven to be one of the most popular FPL video resources.
To help demystify some of the commonly asked questions about studying to become a financial planner, BTS and FPL have since produced a series of videos covering subjects such as:
BTS study guides provide a clear, visual way to study for regulated exams.Â
There is no need to purchase the examining body R0 study text, our BTSÂ guides are a complete replacement.
Available in a choice of two formats: printed or digital.
BTS offer face to face and remote workshops, and 1:1 training.
Our training ensures candidates fully understand the concepts that lie behind each of the key learning outcomes.
BTS training can also help identify key syllabus areas that are more popular with the R0 examiner.
BTS e-Learning is ideal for people who learn best using visual, online and interactive tools.
It allows you to work through your R0 studies at your own pace, with the BTS team behind you all the way.
BTS e-Learning can again show you the key syllabus areas that are more popular with the R0 examiner.
The BTS R0 Study Buddy app replicates the CII exam standard as closely as possible.
Practise exam questions on your mobile device with fully explained answers.
The app allows you to complete full specimen exams and/or concentrate on a key learning outcome.
To pass AF5 exam, you’ll need to demonstrate detailed analysis and critical evaluation skills, as you would expect for a level 6 exam.
Luiza Todd one of the BTS Directors shares her experiences of sitting the CII AF5 exam.
Find out about the options for qualifications for paraplanners including level 4, level 6 and the route to Chartered.
In this article, Jeff Scholes director from
BTS explains how to use a process approach to an R03 Personal Taxation exam question.
BTS chat to special guests from the Chartered Insurance Institute (CII) and London Institute of Banking and Finance (LIBF) examining bodies about the different routes available to achieve a level 4 qualification.
BTS chat to Anuj Dal and Ben Stebbings about their experiences of changing careers and making the leap into financial services after successful careers in sport.
New ‘Career Pathways’ FREE lunchtime webinar events BTS is excited to announce a brand new series of fortnightly lunchtime events …
