We’re looking for strong candidates, with the commitment and drive to build their knowledge and develop skills and behaviours required for the role.
Through our Academy training programme, you can achieve the qualifications and skills you need for a career as a financial adviser, while still working your current job.
If you already have your Diploma in Regulated Financial Planning, you can still join, you’ll just start at Stage 2.
Gain qualification (Complete Diploma in Regulated Financial Planning)
10-12 months (part-time study)
Financial Adviser Foundation Programme (the skills of a great adviser, coupled with the ‘how to’ on systems and process)
One month (full time)
Competent Adviser Status (The journey to competency)
12+ months (full time)
Supported journey (Building confidence in our new advisers)
12+ months (full time)
Whether you’re working towards your Diploma in Regulated Financial Planning or already qualified, if you’re new to advice, you can still join our Academy.
You’ll start our programme at Stage 2, which is all about setting you up for success.
Our training has been carefully designed to expand your technical knowledge and help you to develop the skills and behaviours you need to become a competent financial adviser.
Overview:
You’ll be allocated an Academy supervisor. They will work with you to provide you all the support and development you need to achieve your Competent Adviser Status (CAS).
Overview:
You are now a competent adviser.
Overview:
If you don’t already work within financial services, The Academy could be your foot in the door.
Whatever support you need, we have a highly qualified team on hand to help you build a business you can be proud of.