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
Getting into Financial Services
Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. In this session, we will be joined by Ruth Downs DipPFS, Financial Adviser at Reflect Financial and James Tout, Aspiring Financial Planner and current CII Level 4 Diploma student, to talk about their experiences of making the break into financial services.
About our special guests:
Ruth Downs is an experienced financial adviser with a difference. Genuine, friendly, and all-round animal lover. With a varied previous career as a promotions model, air hostess and fieldwork and operations manager for a global communications agency, Ruth's financial journey began in 2015 whilst helping her mum recover from major heart surgery. During this process she found a passion for finance and decided to study and use her knowledge to help simplify finance for others with straight talking, jargon-free advice.
James Tout worked in PR and journalism for 18 years before deciding to change career and train as a financial planner, out of a general interest in investing. After providing friends and family with informal advice on their investments, he started to think seriously about retraining and began his first CII module in early 2020, while still working as a freelance in corporate communications. His studies were somewhat waylaid by the pandemic, but after passing R01 in May last year, he's since used the BTS guides to pass units R02-R05 on first attempt. He is taking R06 this month (April) and is now actively looking for his first job in the industry to complete the transition away from his 'old' career.
Hosted by BTS director, Luiza Todd, don't miss what promises to be an honest account of what it takes to break into the sector!
www.bespoketrainingsolutions.com
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