What are the training routes for a career in financial planning?
Surveys conducted by global corporations have shown around one in four adults are considering a change of career post-pandemic. It is no secret that a career in financial planning attract a high number of career-changers (a recent PFS member poll suggested 47% of entrants are second careerists).
With career prospects cited as one of the most common reasons for seeking a career change, what are the exam and training routes for a career in regulated financial planning?
Examples include, the CII Diploma in Regulated Financial Planning, the LIBF Diploma for Financial Advisers, and the CISI Investment Advice Diploma. For more info on the differences between these qualifications, see our earlier article on Different options to achieve Level 4 – Professional Paraplanner
In this article, Alex Langhorn, Business Support Manager at Bespoke Training Solutions, takes a look at the different training routes available from self-study routes to joining an Academy programme.
The Chartered Insurance Institute (CII) level 4 Diploma in Regulated Financial Planning is made up of six core modules, commonly referred to as the R0 exams.
BTS offer support for each R0 module and we love taking candidates through from R01, when they start their journey, to R06 when they finally achieve their CII Diploma in Regulated Financial Planning. Find out more about each of the R0 exams below.
Our BTS Toolkits have been specially designed to guide you through all 6 R0 units, helping you to achieve your CII Diploma in Regulated Financial Planning.
Browse all R0 Exams, including an overview of each and exam resources BTS supply to help you pass your R0 exams.
Find out more in depth help and advise to structure your R0 studies by viewing our R01, R02, R03, R04, R05 and R06 Study Plans.
Chat with other R0 Diploma candidates in the dedicated BTS R01, R02, R03, R04, R05 and R06 online forum rooms to help keep up to date , find out any new information and gain help and advise from others.