Routes to Level 4 qualification

Career Pathways | Routes to Level 4 qualification | 25th May – 12pm on Zoom


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Key information

Join us during your lunchbreak as we chat live 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.

The session will be hosted by BTS Director Jeff Scholes with special guests; John Batten – Learning Proposition Manager from the CII, and Richard Cooper – Business Development Manager from the LIBF.

Find out about the routes top achieving a Level 4 qualification in financial services. Ask your questions or sit back and listen!

Event title: Routes to Level 4 qualification

Date: Wednesday 25th May

Time: 12 – 12:40pm

Platform: Zoom

Cost: FREE!

How to join the session

Add the event to your basket and complete the checkout. There is no cost for attending this session so no payment will be taken. You will receive an email confirming your booking and Zoom links will be shared with you shortly afterwards.

Please note: Accessing the session via the Zoom link will allow you to join the live session. The session will also be recorded and the audio recording will be made available after the event to everyone who has signed up. The audio recording may also be available publicly via the BTS website and other podcast sharing platforms.

About our guests:

John Batten is an experienced Learning & Development professional with a keen interest in financial planning, digital learning technology, and sales training. John has spent over 20 years training for insurance and financial services firms and leading teams of trainers delivering sales, technical and qualifications training. He holds the CII Diploma in Regulated Financial Planning and has trained several CII exam units during his career including R01, R02, R05 and R06. Before joining the CII, John was one of their corporate clients at St. James’s Place where he oversaw training for their highly successful Financial Adviser Academy.

John joined the CII in 2021 as the Corporate Learning Propositions Manager. John’s role is to develop the learning support offered to the CII’s Corporate and individual members and customers. This support spans live virtual, face-to-face, and digital learning offerings.

On the training side of John’s role he works closely with the CII corporate sales team and their clients across the globe to identify learning needs, devise and implement solutions. This training covers a vast range of topics from specialist aspects of insurance to financial planning exams. This year has seen an increase in international delegations seeking CII training in Central London and John’s team is working on several senior leadership programmes in that space currently. The CII’s training associates are also supporting numerous clients with exam, technical and skills training both in the UK and overseas.

John has also recently taken on product management responsibility for the CII’s Assess platform. Assess is the CII’s online learning and CPD proposition offering extensive libraries of learning content tailored for different professions – insurance, mortgages and financial planning. John’s role is to develop the product proposition to ensure it continues to meet the changing needs of Assess clients

Richard Cooper joined the London Institute of Banking & Finance as a Business Development Manager in 2021 after nearly 40 years of experience in financial services.
He started his career at HMRC before joining AXA. Here he held various sales roles before moving into their regulated training team as a technical sales trainer and then heading up the e-learning and testing team.

Richard moved back to sales management in 2010 where he was responsible for the training and development of teams of advisers across the UK before moving into client advice as an IFA. Richard was advising clients as a chartered financial planner and fellow for 10 years before joining LIBF. His role at LIBF is varied and he has responsibility for promoting the professional qualifications provided by LIBF for regulated advisers and paraplanners. He regularly writes technical articles for professional publications as well as running and hosting podcasts and webinars on paraplanning and financial planning.

Within financial services LIBF provide level 4 and level 6 qualifications for advisers and paraplanners. The level 4 Diploma in Financial Advice (DipFA) is the minimum level qualification needed to become a financial adviser, as laid down by the Financial Conduct Authority (FCA). DipFA is comprised of two units and takes on average 9 months to complete and because LIBF include case-study-based learning, individuals can apply their learning to the workplace quickly and efficiently.
Richard is a Fellow of the PFS and is working towards Fellowship of LIBF, he is studying for and taking more LIBF Level 6 qualifications. In his spare time, he likes to relax with family and friends over a beer or take Curtis, his faithful German shorthaired pointer for long walks.


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