From stage 1 to stage 4 and beyond: The M&G Wealth Advice Academy
We recently met with Jack Kennedy, The Academy’s Recruitment Manager, to chat all things – recruitment! However, very quickly during our chat, it was clear that Jack’s role encompasses so much more than guiding potential academists through the application process of the M&G Wealth Advice Academy. And actually, what we’ve come to understand about The […]
Inside The Quilter Academy: Building knowledge, confidence and professional resilience
In the second part of a series of articles from Chris Jones at The Quilter Academy – Chris continues to explorethe path to becoming a financial adviser, turning his focus to qualifications, knowledge building and the early steps toward competence. The article is a must-read for anyone who is attracted to the advice profession […]
Why becoming a financial adviser offers stability in an industry shaped by the markets
Navigating the unpredictable waters of the financial services industry can be a constant challenge. With market fluctuations, interest rate changes, and inflation pressures there’s never been a greater need for financial advisers. This career path offers long-term stability and the opportunity to take control of your professional and financial future, while making a meaningful impact […]
Exploring Your Route to Becoming a Financial Adviser: Financial Advice qualifications with Lewis Prosser and Scott Stevens
At Bespoke Training Solutions (BTS), we guide aspiring financial advisers through the CII Level 4 Diploma in Regulated Financial Planning—a key milestone for entering the profession. Although it’s not the only route in. A recent podcast from St. James’s Place (SJP) offers valuable insights into the three main qualification routes to achieving this RDR-compliant diploma, […]
What makes the Quilter Academy unique?
In this article, Academy Director Chris Jones, chats to BTS about why he joined Quilter and what makes the Quilter Academy so unique… 1. You’re fairly new to Quilter yourself, what made you decide that you wanted to join the company? Reputation, Vision and the People where key to me joining. Quilter is an industry […]
Is financial advice a sustainable career choice
Thanks to improvements in medicine, healthcare, food availability and quality – people in the 21st century are living well into their nineties and beyond. In fact, the Office of National Statistics (ONS) projects that there will be more than 50,000 centenarians living in the UK in 2050 – a significant jump up from the current […]
Magnificent 7 – top traits to become a financial adviser
Behind every successful financial adviser or financial planner sits a unique blend of skills, attitudes, and behaviours that enable them to build trust, foster lasting relationships, and ultimately help clients achieve their financial goals. Drawing from years of experience, SJP have distilled this into what they call the ‘Magnificent 7’. These are the seven core […]
DipPFS, what’s next?
Achieving your Diploma in Regulated Financial Planning (DipPFS) or an equivalent qualification is a milestone to be genuinely proud of. Passing your exams is a significant accomplishment, we should know because we have helped thousands of learners pass exams over the years! But it’s just the first step on your journey to becoming a successful […]
How to manage a career change in 8 steps
Sometimes change in various aspects of our lives can be out of our control “Change is the only constant” according to the Ancient Greek philosopher Heraclitus. But occasionally you know you need to make a change in your life, such as moving into a new job or career. Considering a career change is one thing, […]
The Financial Advice Paradox
It’s not new news when we talk about the ‘advice gap.’ The question is what are we doing about it? Ross Liston, CEO of M&G Wealth Advice, says their focus is around how we help bring more advice to more people and that they’ve made a commitment to evolve their business, making advice more accessible. […]