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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 opportunities in the Financial Planning profession.

These free events are designed for new / recently qualified financial services professionals and those thinking about their next steps. Check out the webinars page to register to attend upcoming live events and links to recordings of previous topics.

The aim of the Career Pathways events is to bring together peers and regulated exam experts to share information and experience on subjects including:

  • Getting into Financial Services; where to start?
  • Changing careers and transferrable skills
  • Routes to Level 4
  • Qualifications for paraplanners
  • And more…
BTS Career Pathways | Getting into Financial Services
BTS Career Pathways | Getting into Financial Services

Our very first event welcomed special guests Ruth Downs and James Tout who kindly joined us to chat about their experiences of getting in and getting on in financial services.

We’ll be regularly featuring real career stories from real people. Find out about study options, exams and routes to qualification.  Ask your questions or sit back and listen!

How to join the live sessions

View the list of Career Pathways webinars and register for upcoming sessions to receive your Zoom link. You can also catch-up with the recording 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 recording will be made available after the event to everyone who has signed up. The recording may also be available publicly via the BTS website and other podcast sharing platforms.

Listen on the Career Pathways Podcast!


There’s lots of information on getting in and getting on in financial services on the BTS Careers Zone! You can read about the different roles, qualifications and employers and follow our social channels for regular updates.

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