Expert guidance and support as you gain your qualifications.
Gain the core technical knowledge you need to become a successful financial adviser. This is a 3 month term that includes on-demand learning, as well as face-to-face support designed to help you complete your financial advice qualification.
What you're going to do
To give advice in the UK, you are required to hold a Level 4 Financial Advice qualification and achieve Competent Adviser Status (CAS). We work with the Chartered Insurance Institute (CII), to provide you with their Level 4 Diploma in Regulated Financial Planning (DipPFS), which is made up of six exams:
| Completed before beginning Term 1 | Completed during the programme |
|---|---|
| R01 - Financial Services, Regulation & Ethics | R02 - Investment Principle & Risk |
| R05 - Financial Protection | R03 - Personal Taxation |
| R04 - Pensions & Retirements Planning | |
| R06 - Financial Planning Practice |
How do I complete R01 and R05?
To find out more information on R01, R05 and full guidance on the Level 4 Diploma in Regulated Financial Planning, please click here.
How you're going to do it
- Access to our online study portal, packed with learning tools.
- Blend a ‘digital-first’ delivery with real-world role exposure
- Spend one day a week in a successful advice business
- Gain on-hand support from industry-leading experts
- Utilise innovation such as virtual reality to enhance the experience