Gain qualifications, advisory experience and confidence in a structured, supportive environment
Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by St. James’s Place, that requires your commitment.
Whether you are new to advice, or already qualified, our Academy is designed to train, support and develop you to take the next step towards becoming a financial adviser.
What do I need to be a competent adviser?
Once you have your Level 4 Financial Advice qualification, the next step is to develop your skills as an adviser.
We’ll help you develop three essential C’s:
- Confidence
- Competence
- Commercial skills
Once you’ve achieved all three, you’ll be a fully-fledged financial adviser ready to provide advice to clients.


Building competence and confidence
Developed with your journey in mind, our innovative programme delivers:
- Industry-leading learning technology
- An expert-led syllabus with world-class resources
- Comprehensive on-demand and face-to-face training
- Coaching, mentoring and support throughout
- Convert your expert knowledge into practical experience