Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners episode artwork

EPISODE · Jan 15, 2021 · 43 MIN

Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners

from Financial Planner Life Podcast · host Sam Oakes

It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role. there is a growing misconception that by achieving level 4 qualifications you can walk straight into a financial planning role, sadly this just isn't true. although level 4 is a great indication of technical knowledge, many Financial Planning firms are still put off by the lack of practical experience that a trainee financial planner has, thus delaying the return on investment of any new hire or an internal promotion. Time and resources play a big part in this,  there are a handful of larger financial planning firms that are teaching the practical skills through academies but the vast majority of firms are SME's, they lack the resources time, and money to take this approach.  What's the solution?The brand new game-changing  'Practical investment Planning'  an RQF Level 6/SCQF level 9 qualification created and trained by Michael Pashley from Practical Financial Exams Ltd. In this episode we cover:How this will make you more marketable as a candidate, securing more job offers! especially if you are transferring from another profession. Why every company needs to make this part of their PDP framework, your staff will love you for this! and you will be better positioned for the future fight for talent.a complete run-through of the qualification, what you will be doing, and the amazing coaching and training provided by Michael Pashley. How much it costs, how long it will take. How the evidence gathered during this qualification will help speed up the competent adviser status process. Michael Pashley FPFS is an experienced financial planning training consultant with a technical background in investment, pensions, and compliance. He is an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. connect with Michal on LinkedIn here Within Practical Financial Exams Limited, he is chiefly responsible for internal verification, developing learning materials, and assessment design. I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)be sure to follow financial planner life on youtube  for extra content about a career within financial  Planning  click herebelow are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.Financial Planning Qualifications guide  = Click here -Financial planning Salary Guide = Click here -if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712if you hold level 4 qualification and looking for an entry role into financial planning please also reach outyou can also connect with sam Oakes on LinkedIn  - Click Here  - -    Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Want to appear on the Financial Planner Life podcast? Reach out to [email protected] out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

Episode metadata supplied by the publisher feed · Published Jan 15, 2021

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It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role. there is a growing misconception that by achieving level 4 qualifications you can walk straight into a financial planning role, sadly this just isn't true. although level 4 is a great indication of technical knowledge, many Fin...

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Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners

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