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R04 – only a 57% pass rate – but why?

R04 is definitely a tough exam and the exam stats only highlight that fact some more. The unit with the.......

AF8 – ‘Critical’ things you need to know

How to tackle AF8 The objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed.......

R02 – How to Prepare & Pass

R02 is a tough unit What makes R02 one of the hardest units within the suite of R0s? Investment principles.......

R01 – A tricky exam!

How to pass R01 Financial financial services, regulation & ethics What makes R01 a tricky exam? For many candidates, this.......

A Day in the Life of a Protection Specialist

Nina Brown, Protection Specialist Adviser A really varied role The main reason I enjoy being a protection specialist, is the.......

The CII Level 6, Advanced Diploma Exam Pass Rates

The truth behind the AF pass rates, what do they actually tell us? The CII Advanced Diploma exams are often.......

The CII Route to Chartered

Achieving Chartered status will be challenging, exciting and rewarding To complete the Advanced Diploma, candidates must already hold either the.......

Moving from your Level 4 Exams to a Level 6 exam

What’s the difference between taking an R06 Level 4 and an AF5 Level 6 exam? When candidates start to explore.......

From Sports Person to Financial Planner

How Ben Stebbings went from cricket to Financial Planning How it all began I live down south in the beautiful.......

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.......

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Mastering M05 Cracking the Code of Insurance Law

Mastering M05: Cracking the Code of Insurance Law

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BTS are winners at the Professional Paraplanner Awards 5 years running!

BTS are Winners at the Professional Paraplanner Awards – 5 Years Running!

From stage 1 to stage 4 and beyond: The M&G Wealth Advice Academy

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Inside Quilter Academy Building knowledge, confidence and professional resilience

Inside The Quilter Academy: Building knowledge, confidence and professional resilience

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Why becoming a financial adviser offers stability in an industry shaped by the markets

Why becoming a financial adviser offers stability in an industry shaped by the markets

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From admin assistant to business owner

From Admin Assistant to Business Owner

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From Qualification to Career: Why the CII Pathway Is Your Gateway to the SJP Financial Adviser Academy

Exploring Your Route to Becoming a Financial Adviser: Financial Advice qualifications with Lewis Prosser and Scott Stevens

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BTS joins forces with the Davies Group

BTS joins forces with the Davies Group

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