Our full programme helps you become a fully-qualified financial adviser, giving you the foundations and support to build a sustainable business for yourself. Once you’ve completed the programme, you’ll be joining our national advice business, Quilter Financial Advisers, as a self-employed adviser.
Watch the video and find out more about Leanne’s journey from professional rugby player to financial adviser.
From Rugby to financial adviser – watch the video
No previous experience or qualifications necessary! You can read more about the characteristics and skills you’ll need.
Once you’ve successfully applied (you can find out more about the process here), you’ll join the programme. It’s broken down into the following stages:
Gain your Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute. (6 months)
Learn how to run your advice business successfully (14 weeks)
Embed and enrich your skills (26 weeks)
To help you concentrate on your qualifications and start your own business, we offer an 18-month funding package.
Now that you’re fully qualified, our support doesn’t stop. We’ll continue to offer you everything you need to make your business a success. You’ll benefit from:
Request a call back today or download our brochure to find out more about the programme.
We also offer programmes specific to those who already work for a financial adviser or hold the Level 4 Diploma in Regulated Financial Planning (CII).
