What are the training routes for a career in financial planning? Surveys conducted by global corporations have shown around one in four adults are considering a change of career post-pandemic. It is no secret that a career in financial planning attract a high number of career-changers (a recent PFS member poll suggested 47% of entrants […]
How to study for financial planning exams | Podcast feat. BTS and NextGen Planners BTS have been supporting the CII Diploma in Regulated Financial Planning since 2004 and in that time we have helped thousands of candidates to build successful study plans for the R0 exams. Recently, BTS Business Support Manager Alex met with the […]
The Chartered Insurance Institute (CII) R04 Pensions and Retirement Planning unit now has the lowest countrywide pass rate. In this article, Luiza Todd FPFS CFP explores five reasons why candidates can struggle with the R04 exam and offers her tips on how to pass the CII R04 exam. The CII pensions unit had a countrywide […]
BTS launch R0 Revision Workshop Timetable for 2022 BTS is holding online revision workshops (using Zoom) for candidates who are studying for and taking the R0 examinations. The timetable for 2022 has now been released for booking and, with spaces limited, these tend to book up quickly. See the full timetable and book a space […]