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How to become a Financial Planner

28/09/2018 Posted by Martin Bamford Podcast No Comments

 

In this episode, Martin becomes a careers adviser and shares some thoughts on how to become a Financial Planner.

Which exams do you need to take? Which roles should you apply for in order to get started? What should you never say on your CV?

There’s also a roundup of the latest personal finance news and and after show segment, along with news of a special late night live broadcast of Informed Choice Radio next month.

Subscribe in Apple Podcasts | Click to listen now | Right click to download episode

Personal finance news

-An accusation that loyal customers are being ‘ripped off’ will be investigated by the Competition and Markets Authority. The super-complaint was raised by Citizens Advice who have calculated consumer losses of £4.1bn a year as a result of poor value for existing customers.

-A date has been announced for the Autumn Budget, falling earlier than usual in order to avoid the final stages of Brexit negotiations. Chancellor Philip Hammond will present his Budget to the House of Commons on Monday 29th October 2018.

-First time buyers need a higher salary to get on the housing ladder in the UK’s biggest cities. Salary requirements have risen by 18% in three years, faster than the pace of average earnings growth.

-More than £500m was stolen by criminals through authorised and unauthorised fraud in the first half of this year. New figures from UK Finance show £503.4 million was stolen by fraudsters.

-The average cost of a basic funeral in South East England has fallen for the first time in 15 years, according to the SunLife Cost of Dying Report 2018. The cost of a basic funeral in the South East is now £4,469, which is a 4% drop on 2017’s average of £4,656.

Useful links

CII Diploma in Regulated Financial Planning

NextGen Planners

Brand Financial Training

Late Night Money Live on Informed Choice Radio

Subscribe in Apple Podcasts | Click to listen now | Right click to download episode

 

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About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

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