Become a world-class adviser 

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.

New to advice?

We’ve partnered with the Chartered Insurance Institute (CII) to support you in obtaining the required qualification to give financial advice. 

If you’re new to financial advice, your journey into the Academy begins in Term 1. 

Already qualified?

If you hold one of the following qualifications, your Academy journey starts at Term 2:

  • CII’s Diploma in Regulated Financial Planning (DipPFS)
  • LIBF’s Diploma for Financial Advisers (DipFA)
  • CISI’s Investment Advice Diploma (IAD)*

*You also must have attained the Financial Planning & Advice unit or equivalent e.g. Retail Advice and Planning, Private Client Advice.

If you hold a qualification that isn’t listed above or are part qualified, please contact us

What are the key stages of the Academy?

Term 1: Gain professional qualification
Term 2: Train to advise clients
Term 3: Achieve competent adviser status
Graduation
What happens next?

Once you have completed all the key stages, your hard work will be recognised with your peers at a Graduation ceremony. Watch the highlights from the recent event.

Your next step

Ready to hear more about joining the St. James’s Place Financial Adviser Academy? Get in touch today.

Apply now