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Programmes for individuals already working in advice

Targeted training and support

If you’re already working for a financial adviser, maybe in supporting role, or have already gained your Level 4 Diploma in Regulated Financial Planning (CII), then you’ve come to the right place. We offer two programmes to help you further your career.

Level 4 qualified? Join our bridging programme

As you already have your qualification, you’ll be joining  the full-time training programme directly at stage 2. The bridging programme will help you build on your knowledge and start your own business.

  1. Qualify: Already completed
  2. Develop: Learn how to run your advice business successfully (14 weeks)
  3. Become a competent adviser: Embed and enrich your skills (26 weeks)

Got a sponsor? Join our part-time programme

If you already work for a firm within our network, your employer can fund your course. The programme is 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. Become a competent adviser: Embed and enrich your skills (26 weeks)

Dedicated support

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.

Watch the short video featuring Caroline Russell, where she shares her experience since joining Quilter as a self-employed financial adviser.

Caroline Russell’s journey

Caroline shares the benefits of being a financial adviser with Quilter

The success rate of the academy is very high, and this gave me confidence that this way of studying would benefit me.
Emma Dady Protection Adviser

Want to know more?

We want everyone working with Quilter to achieve their potential and build fulfilling and rewarding careers. As part of the diverse Quilter community, we’ll give you the openness, and honesty you deserve as we support you throughout your career.

Start a conversation

Fill in our form and a friendly academy managers will contact you for a no-obligation, confidential chat.

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Find out more: Watch a webinar

Watch a recording straight away, or choose to join on of our live, no-obligation webinars.

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