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How to Study for Financial Planning Exams | NextGen Planners Podcast feat. BTS

How to study for financial planning exams | Podcast feat. BTS and NextGen Planners

BTS have been supporting the CII Diploma in Regulated Financial Planning since 2004 and in that time we have helped thousands of candidates to build successful study plans for the R0 exams.
 
Recently, BTS Business Support Manager Alex met with the team at NextGen Planners to produce an introductory podcast on ‘How to study for financial planning exams’.
 
NextGen Planners aims to build a community of like-minded and ambitious financial planners by educating and supporting the next generation. Their podcast offers fresh insights on financial planning, every week.
 

In this episode, Dan Graham from NextGen Planners chats with Alex Langhorn from Bespoke Training Solutions about how to study for financial planning exams actively, fresh ways to study for financial planning exams, and the future of exams in the financial planning profession. Listen now on:

How to Study for Financial Planning Exams | NextGen Planners Podcast feat. BTS

Find our more about the NextGen Community

The NextGen Community is filled with a diverse range of financial services professionals, from a broad range of backgrounds, including: 
 
  • Financial Planners
  • Business Owners
  • Paraplanners
  • Trainee Financial Planners
  • Financial Administrators
  • and many more!
 

Contact BTS for support

The BTS support team are available to advise and support R0 exam candidates with their learning journey.

Whether you are an individual candidate studying independently or an L&D manager looking to support your colleagues, the BTS support team can offer tailored advice to suit your needs.

Our suggested study plans for the R0 exams can be found on the What Are The R0 Exams? page on the BTS website.

To discuss your study plan, get in touch to arrange a chat.

WHERE CAN I FIND OUT MORE?

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 another insightful article on ‘A Day in the Life of a Paraplanner’ to find out more information about the Paraplanner role.  

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