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
The Importance of Financial Planning for Wellbeing
For Mental Health Week, we want to look at human side of financial planning, specifically the impact a good adviser can have, the interpersonal skills needed, and how good financial planning advice can make a real difference to people’s wellbeing.
Money and Pensions Service (MaPS), define financial wellbeing as “…feeling secure and in control. It’s about making the most of your money from day to day, dealing with the unexpected, and being on track for a healthy financial future. In short: financially resilient, confident and empowered.”
According to MaPS, people who experience financial wellbeing are less stressed about money. This, in turn, has positive effects on their overall mental and physical health, and on their relationships.
Whilst this is likely to make a lot of sense to a lot of people, many people don’t experience good financial wellbeing. Financial stress is known to be one of the leading contributors to poor mental health which makes the role of a financial adviser a critical one. But do we instantly attribute the role of a financial adviser in this way? Probably not!
Helping us to understand the how financial advisers / planners can make a difference to client wellbeing, we are joined by Tina Steele, Principal of Steele Aspire Financial Management
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