Apr 22, 2015
MPAF40 – Catriona Standingford on Excelling at Financial Services Qualifications
Since RDR the Level 4 Diploma is the minimum qualification for a financial planner. Higher up the scale are Level 6 Chartered Status or Certified Status.
What do consumers prefer when looking for a financial adviser? Do they know the difference? And will the minimum standard be raised to a mandatory Level 6 in future?
My guest today helps advisers achieve success in their qualifications. It can be a complex journey and Catriona offers some great tips on how to make it through.
Listen to her thoughts on the differences between Chartered and Certified Status and how to plan for a good result.
Hear her prediction about whether Level 6 will become the new minimum standard.
That's all right here in episode 40 of the Marketing Protection and Finance Podcast.
Who is Catriona Standingford?
Catriona is the founder of Brand Financial Training.
She and her team have been around since January 2008 providing CII exam candidates with immediately accessible, quality learning resources. Her aim is to have happy customers who are passing their exams and progressing in their career.
A little known fact about Catriona is that she ran a letting agency – which she described as horrendous – so we won’t be talking about letting agencies today.
Links and Show Notes.
For links to the books and apps mentioned by Catriona, please visit http://rogeredwards.co.uk/MPAF for the show notes.
What is the Marketing Finance and Protection (MPAF) Podcast?
This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.
The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.
Interviews to listen to in the car, on the train or on the treadmill.
I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:
• Marketing, communications and propositions.
• Financial and protection products
• Interesting business models and campaigns
as well discussing how advisers can promote their own businesses using modern content and social media methods.
My aim is to make sure that you will get one or two big business ideas that you can apply to your own business. Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.
I’m your host, Roger Edwards. A Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.
Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes
Fancy Appearing on the Show?
Would you be interested in appearing on the MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk