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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 the Career Pathways programme focuses on Qualifications for Paraplanners.

Find out about the options for qualifications for paraplanners including level 4, level 6 and the route to Chartered.

Listen as we chat to special guests Lisa Tipton and Kimberley Malin about their journey to qualified paraplanner and beyond!

Lisa followed the CII route for exams, starting with the Financial Planning Certificate, before becoming diploma qualified and eventually completing the advanced exams and becoming a Chartered Financial Planner and Fellow of the PFS.

Kimberley wanted to find an opportunity that would allow her to transition from ‘administrator’ to ‘paraplanner’ and has taken several professional exams including the R0 exams towards her Diploma. Passionate about paraplanning as a career in its own right, Kimberley is on a mission to become the ultimate paraplanner!

BTS Career Pathways | Qualifications for Paraplanners
BTS Career Pathways | Qualifications for Paraplanners

About our special guests:

Lisa Tipton is the Director of Financial Planning at New World. Lisa started her career in life offices (many years ago) before moving over to financial planning and paraplanning in 2014 and then co-founding a financial planning firm in 2021.

Kimberley Malin is a Junior Paraplanner at Four Oaks Financial Services Limited. Having worked in and around the administration roles in the Financial Services industry for around 9 years, with varying levels of seniority, she felt it was time to take her career to the next level.

Listen to the Career Pathways Podcast!


How to join future 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.


For more information on the different paths to becoming a Paraplanner, including qualifications, exams and salary information, check out the Paraplanner Role Profile. 

Read our Certificate in Paraplanning FAQ’s to find out information such as;

  • How do I enrol for the Certificate in Paraplanning

  • How long does it take to complete the CII Certificate in Paraplanning

  • What is the CII Certificate in Paraplanning

  • What is the difference between CF1 and R01

         and more!

Read more about Kimberley’s role in ‘A Day in the Life of a Paraplanner’.  

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