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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.......

BTS Career Pathways | Routes to Level 4 

After two fantastic episodes on Getting into Financial Services and Changing Careers, the next event in the Career Pathways programme.......

BTS Career Pathways | Changing Careers and Transferrable Skills

Following a fantastic Podcast episode on Getting into Financial Services, the next event in the Career Pathway series focuses on.......

BTS Career Pathways | Getting into Financial Services

BTS ‘Career Pathways’ webinars are here! We’re excited to share a series of events featuring special guests discussing routes and.......

Professional Paraplanner Technical Insights Webinar | R06 April Sitting 

Don’t miss the latest Professional Paraplanner R06 technical insights webinar On Tuesday 12th April 2022, Professional Paraplanner hosted another Technical.......

Studying while working – what support do Paraplanners need? | The Paraplanner Club

Working in the financial services industry is becoming an increasingly popular choice. Gone are the bad old days where individuals.......

Study Routes for Pursuing a Career in Financial Planning | Professional Paraplanner Magazine

What are the training routes for a career in financial planning? Surveys conducted by global corporations have shown around one.......

Sitting the CII R06 Remote Exam – Candidate experiences from the January sitting | Professional Paraplanner Magazine

Sitting the CII R06 remote exam – Candidate experiences from the January sitting The first R06 exam sitting of 2022.......

CII remote on-screen written exams | An update to guidance

The CII have offered remote on-screen written exams since mid-2020. Having experienced the January 2022 sitting of the R06 Financial.......

How to Study for Financial Planning Exams | NextGen Planners Podcast feat. BTS

How to study for financial planning exams | Podcast feat. BTS and NextGen Planners BTS have been supporting the CII.......

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BTS joins forces with the Davies Group

BTS joins forces with the Davies Group

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What makes the Quilter Academy so unique

What makes the Quilter Academy unique?

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Life in a SJP Principal Partner Practice Clearwater Wealth Management

Life in a SJP Principal Partner Practice: Clearwater Wealth Management

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Is financial advice a sustainable career choice

Is financial advice a sustainable career choice

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Magnificent 7 Top traits to become a financial adviser

Magnificent 7 – top traits to become a financial adviser

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Dip PFS, what’s next

DipPFS, what’s next?

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How to manage a career change in 8 steps

How to manage a career change in 8 steps

Are you looking for a new role in 2025 Start here!

Are you looking for a new role in 2025? Start here!  

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