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Our programmes

Find the right programme for you

At Quilter we offer two core training programmes, a full-time and part-time programme.

Both programmes will give you all the training and development you need to attain a level 4 qualification in financial advice recognised by the Financial Conduct Authority, that is needed be a qualified financial adviser in the UK.

We partner with The London Institute of Banking & Finance (LIBF) and the Chartered Insurance Institute. Both are providers of professional and academic financial services qualifications, so you can be confident in taking the next step in your advice career with us.

We will also help you with your personal development, skills, and knowledge. This will give you the confidence to connect with clients and give them the advice and support they need from you. In short, everything you need to become their trusted financial adviser.

You don’t need to have any experience in financial services or any specific qualifications to apply for either of these programmes. What you do need is to believe in yourself, have a desire to succeed, the determination and self-discipline to study hard, and have personal resilience.

Full-time programme

This programme could be right for you if you want to become a self-employed financial adviser and build your own business as part of Quilter Financial Advisers, our nationwide team.

In addition to building your own client relationships, you will also have the opportunity to benefit from our lead generation programme. Quilter currently has relationships with 34 employee organisations and affinity groups who have millions of members needing financial advice. You will receive direct client enquiries from these partners, which will help to grow your business.

We can also provide you with an 18-month financial support package, along with paying exam fees for you.

Full-time programme: an in-depth look

Our next full-time programme starts in May 2024. This hour-long webinar is dedicated to telling you all about:

  • The opportunity you’ll have to start your own business as a self-employed financial adviser with Quilter Financial Advisers.
  • The package successful candidates can expect to receive.
  • All our full-time programmes scheduled for 2024, and how to apply.
Reserve my place now

Part-time programme

This programme is suitable for individuals who are being sponsored by a financial adviser firm who are a member of the Quilter Financial Planning network. You may already work within one of these businesses in a non-advising role.

If you are interested in the part-time programme, but you don’t have a sponsoring business, we may be able to help you find one. Places will be limited based on vacancies across various network financial adviser firms.

About the programmes

 

Full-time
(CII)

Part-time
(LIBF)

Stage 1: Route to qualification

You will gain a Level 4 qualification.

 

20 weeks

 

Minimum 32 weeks

Stage 2: Route to 'adviser' status

Practical knowledge application, personal and development skills.

 

6 weeks

 

6 weeks (Subject to placement)

Stage 3: The Quilter way

Internal assessment, training on systems and processes.

 

2 weeks

 

2 weeks

Stage 4: Early months support and route to ‘competent adviser’ status

Hands-on development support, on the job training and mentoring to help you succeed.

 

26 weeks

 

26 weeks

Mortgage and Protection programme

You may wish to focus on providing advice on mortgages only. If so, our Mortgage and Protection programme could be right for you. This programme lasts approximately 20 weeks.

Benefits of training with us

Our programmes are delivered online so you can learn at a time and place convenient for you. You can benefit from:

  • in-depth tuition via trainer surgeries and revision sessions
  • unlimited access to a wealth of digital learning content
  • help and guidance throughout your learning
  • ongoing training and development to help build your knowledge and skills
  • support throughout your career with Quilter.
Reasons to become an adviser

Hear more about the Quilter Academy

A good way to find out if the Quilter Academy is right for you, is by joining one of our informative lunchtime webinars.

In one hour, you will understand:

  • the various study routes available to you to achieve professional qualifications
  • the high-level of support we offer you to support learning and development
  • the career opportunities open to you with Quilter.

You can submit any questions you may have during the webinar, and they will be covered in the Q&A session at the end.

Reserve your place now

Have a question?

We're happy to help. Please call us on 0333 200 1716 or email us.

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