Your learning journey
We have designed an industry-leading approach, using cutting-edge technology, blended with ‘real-world’ exposure and application. We will work closely with you to accelerate your performance and confidence through a programme that we have separated into four terms, which you will complete four over a period of 12 to 24 months.
Gain professional qualification
As you already hold a RDR-compliant Level 4 Financial Advice qualification you will start at Term 2.
To give advice in the UK, you are required to hold a Level 4 Financial Advice qualification and achieve Competent Adviser Status (CAS). If you already hold one of the following qualifications, you will bypass Term 1 and begin your Academy journey in Term 2.
- CII’s Diploma in Regulated Financial Planning (DipPFS)
- LIBF’s Diploma for Financial Advisers (DipFA)
- CISI’s Investment Advice Diploma (IAD)*
If you hold a qualification that isn’t listed above, please contact us.
If you hold part of any of the above qualifications, please view our new to advice page.
*You also must have attained the Financial Planning & Advice unit or equivalent e.g Retail Advice and Planning, Private Client Advice.