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7 reasons why you should become a financial adviser

7 reasons why you should become a Financial Adviser

The importance and value of financial advice is undeniable, especially in today’s dynamic wealth landscape. As life expectancy in...
St James's Place - A Day in the Life of an Academy Candidate

St. James’s Place – A Day in the Life of an Academy Candidate

Candidate Support and Business Development Adviser, Nikita Phillips was delighted to join ex-teacher Samantha Townsend, to discuss a day...
St James's Place - Frequently Asked Questions

St. James’s Place – Frequently Asked Questions

Recently, we have had lots of chats with candidates considering the St. James’s Place Financial Adviser Academy. With so...
Four Top Tips for Changing Careers

Four top tips for changing careers

If you’re feeling stuck in a rut with your current job, switching careers could be a welcome change. There’s...
What Skills does the Financial Adviser of the Future need

What skills does the Financial Adviser of the future need?

There’s lots going on right now; from the emergence of artificial intelligence, to the increased cost of living. How...
Simple, Effective, Unique - The True Potential Values

Simple, Effective, Unique – the True Potential Values

BTS’ Natalie Dawes caught up with True Potential’s Talent Acquisition Specialist – John Lafferty, to chat about the values...
The Olympic games and Financial advice may have more in common than you think

The Olympic games and financial advice may have more in common than you think

As the 2024 summer Olympics in Paris get underway, athletes from the world over will battle it out for...
What’s the True Potential Academy really like?

What’s the True Potential Academy really like?

There’s no better way than hearing about something, than from those that really know. Caitlin, Carly and Harvey, share...
What do we mean by a restricted advice model?

What do we mean by a Restricted Advice Model?

Often, the restricted advice model gets a bad rap. The difference between restricted and independent models has been widely...
True Potential Academy: An Insight

True Potential Academy: An Insight

Candidate Support and Business Development Adviser, Nikita Phillips was joined by Jennifer Cumberledge and Martin Taylor from True Potential...

EVENT TICKET - R06 Exam Preparation Workshop | 19th & 20th September 2024

The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies and includes access to the case study analysis e-Learning module. Access to the R06 case study analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately.

EVENT TICKET - R06 Exam Preparation Workshop | 17th & 18th September 2024

The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies and includes access to the case study analysis e-Learning module. Access to the R06 case study analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately.

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 - R04 Revision Workshop | 27th & 30th September 2024

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

EVENT TICKET - R04 Revision Workshop | 22nd & 25th November 2024

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

EVENT TICKET - R02 Revision Workshop | 11th & 14th October 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 | 4th & 7th October 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’.

Chat to other candidates studying the same exam as you

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