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
Women in Financial Services
In this episode of the BTS Career Pathways podcast we discuss getting in and getting on in a career in financial planning with the focus on the experience of women in financial services.
Joining BTS host, Alex Langhorn to share their insights on this subject we have three fabulous guests.
Chloe Phillips, CFP, FPFS and co-founder and mentor at The Paraplanner Club.
Emmelia Davidson-Slack, recently qualified Financial Planner having gained DipPFS last year. Emmelia also holds the post of New Professionals Officer at the PFS.
Tamsin Caine who is also a CFP and FPFS. Tamsin is a Resolution Accredited Divorce Specialist and Director of Financial Planning at Smart Financial.
We tackle some of the tricky questions affecting women breaking into the sector, progressing to senior roles, motherhood as well as the wider topic of distribution of wealth and financial education.
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