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A Day in the Life of a Mortgage Adviser

Kelly Ellis, the founder of The Mortgage Mom, talks to us about her varied role as a Mortgage Adviser and.......

A Day in the Life of an Authorised Chartered Paraplanner

Chris Adams, Authorised Chartered Financial Planner and Paraplanner at Gibbs Denley Financial Services. What does it mean to be a.......

A Day in the Life of a Protection Business Development Manager

Vikki Carey, Business Development Manager What does it mean to be a Business Development Manager (BDM)? Well, I guess primarily.......

A Day in the Life of a Later Life Adviser

Sandy Ameer-Beg, CeMAP, CeFA, CeRER What does a typical day look like? A Day in the Life of a Later.......

A Day in the Life of a Financial Planning Administrator

Natalie Dawes, DipPFS What does a Financial Administrator do? All financial planning firms require administration, and it has become very.......

A Day in the Life of a Paraplanner

Kimberley Malin, Paraplanner What does a paraplanner do? Paraplanning over the years has developed into a career in its own.......

Beyond the R0 exams: Options for Level 6  

Beyond the R0 exams | Lewis Byford from Antony George Recruitment chats to BTS. In this latest webinar collaboration, BTS.......

AF5 Financial Planning Process | BTS Launch New Exam Support 

Brand new BTS AF5 exam support launched! BTS are delighted to announce the launch of our brand new AF5 exam.......

AF7 Pension transfers | BTS launch new exam support

Brand new AF7 exam support launched August 2022! BTS are delighted to announce the launch of our brand new AF7.......

Sitting the AF5 exam | The candidate experience 

Sitting the AF5 exam – the candidate experience R0 exam candidates often consider progressing onto the AF exams. The AF5.......

BTS Career Pathways | Qualifications for Paraplanners

After three fantastic episodes covering Getting into Financial Services, Changing Careers and Routes to Level 4, the next event in.......

How to Pass the CII R03 | Income Tax Calculation Questions

In this article, Jeff Scholes director from BTS explains how to use a process approach to an R03 Personal Taxation.......

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R03 is not simply a memory test: 5 Tips to tackle (and win!)

R03 is not Simply a Memory Test: 5 Tips to Tackle (and Win!)

Date Posted
Failed AF5 How to turn your feedback into gold dust and go again. 

Failed AF5? How to turn your feedback into gold dust and go again. 

Date Posted
Pensions Dashboard Programme: Phase Two Testing Underway – What Advisers Need to Know

Pensions Dashboard Programme: Phase Two Testing Underway – What Advisers Need to Know 

Date Posted
Failed R06? How to Reset, Refocus and Come Back Stronger 

Failed R06? How to Reset, Refocus and Come Back Stronger 

Date Posted
The London Insurance Market Where Global Risk Meets Opportunity

The London Insurance Market: Where Global Risk Meets Opportunity 

Date Posted
Emerging Risks and Market Complexity: What it means for Insurance Business Development, and why BD teams are now central to growth 

Emerging Risks and Market Complexity: What it means for Insurance Business Development, and why BD teams are now central to growth 

Date Posted
A Year On FCA Complaints Reporting Reform -What’s Changed, What’s Already Improving, and What You Still Need to Do Before 2027 

A Year On: FCA Complaints Reporting Reform -What’s Changed, What’s Already Improving, and What You Still Need to Do Before 2027 

Date Posted
Climate Risk and Regulatory Pressure What it means for Insurers, and why Actuaries are at the centre of it

Climate Risk and Regulatory Pressure: What it means for Insurers, and why Actuaries are at the centre of it 

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