BTS Career Pathways - Getting into Financial Services
Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including:
Getting into Financial Services; where to start?
Changing careers and transferrable skills.
Routes to Level 4
Qualifications for paraplanners
And more…
Content and information:
This podcast has been made available for information purposes only. While BTS takes great care to ensure that the information contained within this podcast is correct, we do not make any warranty, guarantee or representation as to the accuracy, applicability, fitness or completeness of the information contained in the podcast. Information on the podcast is for informational purposes only and is not intended to provide any type of professional advice. Any views or opinions expressed are personal and belong to the creator or the contributor and do not represent those of people, institutions or organisations that the creator or contributor may be associated with unless explicitly stated.
For advice on studying for financial planning exams, contact us via our website www.bespoketrainingsolutions.com
BTS Career Pathways - Getting into Financial Services
Routes to Level 4
Join us as we chat live to special guests from the Chartered Insurance Institute (CII) and London Institute of Banking and Finance (LIBF) examining bodies about the different routes available to achieve a level 4 qualification.
The session will be hosted by BTS Director Jeff Scholes with special guests; John Batten – Learning Proposition Manager from the CII, and Richard Cooper – Business Development Manager from the LIBF.
About our guests:
John Batten is an experienced Learning & Development professional with a keen interest in financial planning, digital learning technology, and sales training. John has spent over 20 years training for insurance and financial services firms and leading teams of trainers delivering sales, technical and qualifications training. He holds the CII Diploma in Regulated Financial Planning and has trained several CII exam units during his career including R01, R02, R05 and R06. Before joining the CII, John was one of their corporate clients at St. James’s Place where he oversaw training for their highly successful Financial Adviser Academy.
John joined the CII in 2021 as the Corporate Learning Propositions Manager. John’s role is to develop the learning support offered to the CII’s Corporate and individual members and customers. This support spans live virtual, face-to-face, and digital learning offerings.
Richard Cooper joined the London Institute of Banking & Finance as a Business Development Manager in 2021 after nearly 40 years of experience in financial services.
He started his career at HMRC before joining AXA. Here he held various sales roles before moving into their regulated training team as a technical sales trainer and then heading up the e-learning and testing team.
Richard moved back to sales management in 2010 where he was responsible for the training and development of teams of advisers across the UK before moving into client advice as an IFA. Richard was advising clients as a chartered financial planner and fellow for 10 years before joining LIBF. His role at LIBF is varied and he has responsibility for promoting the professional qualifications provided by LIBF for regulated advisers and paraplanners. He regularly writes technical articles for professional publications as well as running and hosting podcasts and webinars on paraplanning and financial planning.
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