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Discover the Quilter Academy

Comprehensive training and support

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.

Leanne’s journey

 From Rugby to financial adviser – watch the video

Good to know

No previous experience or qualifications necessary! You can read more about the characteristics and skills you’ll need.

How does it work?

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:

1. Qualify

Gain your Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute. (6 months)

2. Develop

Learn how to run your advice business successfully (14 weeks)

3. Competent adviser

Embed and enrich your skills (26 weeks)

Good to know

To help you concentrate on your qualifications and start your own business, we offer an 18-month funding package.

Programme overview

What happens when you're fully qualified?

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:

  • Expert support: Receive dedicated support from Quilter, including a support manager, field coach, and access to mentors.
  • Dedicated marketing support: Access ready-to-use content to help you promote your business.
  • Guaranteed enquiries: Benefit from 100 new enquiries in your first 12 months, generated through Quilter's affiliate relationships.

Request a call back today or download our brochure to find out more about the programme.

Download brochure Request a call back

Other programmes available

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).

Find out more

Contact us

We're Here to Help You Explore Your Future

We understand that considering a new career path comes with plenty of questions — and we’re here to support you every step of the way.

Whether you’d prefer to speak to someone directly or reach out in writing, the choice is yours:

Request a call back

Request a call back and one of our team members will be in touch at a time that suits you.

Request a call back

Email us your questions

Email us your questions and we’ll get back to you with the answers you need.

Email us your questions

Whichever option you choose, we’re ready to help you discover what’s possible with the Quilter Academy.