Financial Planner Life

Proud sponsors
of the Financial Planner Life Podcast

Redmill Advance is proud to be the exclusive education sponsor of the Financial Planner Life podcast.

In partnership with Sam Oakes, we take a journey through a series of episodes covering everything from taking your first steps into financial advice to staying at the top of your professional game. We explore what it truly takes to succeed, the standards expected, and the development required to sustain a meaningful and successful long-term career.

Whether you are an individual adviser or CEO of a financial advice company, there’s something for everyone.

Explore Episodes
Episode 1

From Self-Study to Multi-Exam Academy & CPD Powerhouse

Key takeaways

  1. Raising standard in financial advice and what that means
  2. How Redmill Advance shows up for you whether you are new to industry or a seasoned professional
  3. Why fragmented CPD is bad for organisations of all sizes

Who this is for

This episode is especially relevant if you’re:

  • Considering a career in financial advice
  • A senior manager in a financial advice business
  • Thinking about how you improve competence across your organisation

Interested to learn more about Redmill?

Book a Demo

It’s easy for businesses to move to Redmill Advance Hub

  • Complete hands-on support by dedicated, UK-based client service team
  • Seamless migration of historical learning and compliance data
  • Seamless integration with HR or other software
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What customers say about using The Redmill Advance Hub

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I was returning to the industry after a career break and was very nervous about changes to exam requirements. I've loved every minute of learning with Redmill Advance. Great value for money and a very positive experience

Student

Studied CII Level 4 and 6 range

I passed! Somehow I managed to get 80%, I thought it would be a lot lower because it was a challenging exam! I didn’t do any additional studying other than the training you provided so thank you very much!

Tom Cochran

Aspect8

I passed the R04 exam! Thank you for all your help, not just with the content and questions but you gave me confidence that I could pass it which meant a lot.

Rhys Melville

Financial Advisor, Woodstock Wealth Management

I passed with a score of 88%. The exams you provide are such a brilliant resource and really prepared me for the real thing!

Tom

Independent Financial Planner

I just wanted you to know that I passed! I’ve had a 100% success rate so far passing these exams.

Chloe

Financial Planner

If you want to improve the knowledge of your staff, upskill your team, and help them gain qualifications, then don’t hesitate to bring Redmill Advance into your business. We’ve been astounded at how easy it is to use, set up, and the level of support.

Stuart Walker

Associate Director, Johnston Carmichael Wealth

It has been a great product for us in terms of getting staff & advisers learning and developing, as well as being able to easily track annual testing has been a godsend! It’s a fantastic service.

Louise Dunstan

Head of Training & Competence, Sandringham Financial Partners

There is no doubt that Redmill Advance has taken our regulatory learning and testing functions to a new level!

Tim Grey

Managing Director, Sandringham Financial Partner

The 1-hour seminar was exceptional! It was the most useful call out of all the providers I have had. Most of the other calls didn’t provide much more info/thoughts than the analysis already gave. But yours was engaging and helped focus on certain areas.

Poppy Ropner

Handelsbanken Wealth & Asset Management

Three young professionals collaborating and looking at a desktop computer in a bright modern office.

Looking for a training solution to support your people attaining their CII or CISI qualifications?

We offer a range of training solutions to help professionals pass their CII or CISI exams: a full range of self-study courses, a large blended-learning Academy offering for large corporates and a self-study mock exam app.

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