David Burridge: Eight exam tips and tricks for financial planners

*Previous exam success no future guarantee

clock • 4 min read

In the few minutes it takes you to read this piece, David Burridge trusts you will take away at least one tip that resonates and saves you rather more than a few minutes in the long run

Exams. A lucky few relish them, most dread them. Some get on with them in silence, most complain about the study texts - often loudly (we all know who you are!). One thing all financial planners have in common, however, is that exams have to be done - there is no escaping them. There are also no shortcuts, no golden bullets, only the long slog. My hope, though, is that in the five minutes it takes you to read this piece you will take away at least one tip that resonates with you and saves you rather more than five minutes in the long run. Creating a study plan is like creating a finan...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read