Category Archives: The Journey

Paraplanning Explained

by Adam on September 25, 2016, no comments

In my journey into financial planning I began as a Financial Services Apprentice, achieved my Diploma in Regulated Financial Planning and moved into a Paraplanning role. Paraplanning is a career in it’s own right, but is also as great stepping stone into a career of advising clients. There is, however a lot of confusion about […]

Back to School – Financial Planning at the Career Fair

by Adam on April 11, 2016, no comments

Bob Dylan once sang “Don’t criticise what you can’t understand”.  This is one reason financial planners and paraplanners have been reading and digesting the recent Budget, to gain understanding of the implications for our clients. As financial planners we have to know our stuff. As a client you need the person putting your financial plan together […]

Diploma in Regulated Financial Planning Achieved

by Adam on July 5, 2015, no comments

I did it. I achieved a pass in my final exam, R06 Financial Planning Practices, so I have been awarded my Diploma in Regulated Financial Planning! How Long Does It Take To Achieve Diploma? When I first heard about the Diploma I was told it could be achieved in as quick as 9 months. In […]

Pathways – A Career Guide for Financial Planning

by Adam on March 18, 2015, no comments

When I set up this site two years ago, I really struggled to find information about how to enter financial advising as a profession. I found some information here and there, mostly on internet forums but as an outsider to financial services it was very confusing. I’m sure Google had indexed a lot of great […]

The Journey to R06 | A Study Journal

by Adam on January 19, 2015, no comments

Today was the January sitting of the R06 Financial Planning exam. I plan on sitting the exam for the April 2015 sitting so today is a good day to get serious about learning the content and preparing for the exam. R06 is the final exam I need to pass to achieve a Diploma in Regulated […]

One Exam Away from Diploma in Regulated Financial Planning

by Adam on December 31, 2014, no comments

I hope you have had a good 2014, and if not, that 2015 is set to be a better year. This time last year I had a clear vision of the job I was looking for: a small financial advising firm, ideally in or around York, working with families to help them grow and manage […]

What qualities are most important as a financial adviser

by Adam on September 28, 2014, no comments

This picture shows the answer to the following question: “What Are The Qualities of Your Financial Advisor That Are Most Important To You”. It’s part of a client experience survey (white paper) that is powered by Beddoes Institute’s Leading Practices Program (Australia) Something to remember. ******************************* Can you add anything to this? Be sure to join […]

Securing a position in Financial Planning

by Adam on September 21, 2014, no comments

I’ve got great news. Earlier this summer I finally secured a position as a Financial Services Apprentice. I’m forever grateful for being given an opportunity to enter the financial planning profession. I’m currently learning the basics in a financial planning business and am taking steps towards becoming a financial adviser in the next two to […]

How To Become a Trainee Financial Planner | What do you bring?

by Adam on June 17, 2014, no comments

I have found financial planning firms much more interested in seeing me for informal interviews since becoming 50% qualified in my pursuit of the Diploma in Regulated Financial Planning. Talks are still ongoing, but as part of the process I have put together a list of reasons why I would make a great candidate for […]