Develop your financial advice skills.
A 3 – 6 month term where you will start advising clients and demonstrate you are able to provide advice in a competent manner. Here you will experience workplace learning, delivered via structured development, observations and shadowing as you meet clients for the first-time.
Our regulator requires you to achieve Competent Adviser Status to receive a Statement of Professional Standing (SPS), which is, in addition to your qualification, the certificate required to provide financial advice.