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Don’t be fooled – what does being a financial adviser really mean

Don’t be fooled – What does being a Financial Adviser really mean? 

In answer to the question, “What do you want to be when you grow up?”  it’s unlikely that your...
Future Financial Adviser – A Collaborative Partnership

Future Financial Adviser – A Collaborative Partnership

It’s been more than a decade since I left School and College, and back then, I had options like...
The Change Catalyst

The Change Catalyst – Chris Moon on the Psychology of Change

Have you ever wanted to make a change in your life, but a voice in your head told you...
The UK wealth market

The Rise of the UK Retail Wealth Market

The Total UK retail wealth is growing! Despite what you hear in the news about the collapse of the...
Chartered/Fellowship – Let’s cut the confusion!

Chartered/Fellowship – Let’s cut the confusion!

If you’re just starting out in the industry, you might be curious about the AF exams and whether they...
Paraplanners and Financial Advisers – What is the difference

Paraplanners and Financial Advisers – What is the difference?

Paraplanners and advisers work closely to provide clients with high quality advice. So, this begs the question, what exactly...
Trust Me – The J02 Exam

Trust Me – The J02 Exam

In this article, Nikita Phillips, Candidate Support and Business Development Adviser at BTS, discusses the J02 – Trusts exam...
Options in Financial Services – I want to be a… Paraplanner!

Options in Financial Services – I want to be a… Paraplanner!

During my time as a Paraplanner, I lost count of how many times I was questioned about my job...
R06 October 2023. How did we do

R06: October 2023. How did we do?

The January sitting of the R06 exam is just around the corner, with case studies released today (Friday 5th...
Nappies, Newborns and R01

Nappies, Newborns and R01

In this article, Nikita Phillips, Candidate Support and Business Development Adviser, discusses how she balances studying, full time work...

EVENT TICKET - AF4 Exam Preparation Workshop | 22nd & 26th February 2024

The AF4 workshop allows you to benefit from a group environment as we go through some of the key elements of investment planning. You’ll see worked examples and can ask questions to consolidate your studies.

EVENT TICKET - R05 Revision Workshop | 7th June 2024

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.

EVENT TICKET - R04 Revision Workshop | 7th & 10th June 2024

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus.

EVENT TICKET - R03 Revision Workshop | 17th & 20th May 2024

The workshop concentrates on honing your understanding and application of principles and processes of taxation. We will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts.

EVENT TICKET - R02 Revision Workshop | 10th & 13th May 2024

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R02 syllabus including asset classes, investment products, the investment advice process, and the principles of investment planning.

EVENT TICKET - R01 Revision Workshop | 19th & 22nd April 2024

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R01 syllabus.

You won’t be surprised to hear that they all involve the word ‘regulation’.

EVENT TICKET - R05 Revision Workshop | 6th December 2024

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.

EVENT TICKET - R05 Revision Workshop | 27th September 2024

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.

EVENT TICKET - R03 Revision Workshop | 8th & 11th November 2024

The workshop concentrates on honing your understanding and application of principles and processes of taxation. We will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts.

EVENT TICKET - R03 Revision Workshop | 19th & 22nd July 2024

The workshop concentrates on honing your understanding and application of principles and processes of taxation. We will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts.

SJP Financial Adviser Academy: Your questions answered!

R06: Reflecting on the January 2024 exam

R06: Reflecting on the July 2024 exam

R06: Reflecting on the April 2024 exam

Chat to other candidates studying the same exam as you

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St. James's Place Financial Adviser Academy logo

St. James’s Place Financial Adviser Academy

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Tenet Financial Services

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