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New to financial advice

Find the level 4 training programme that is right for you.

A career in financial advice

If you're thinking about becoming an adviser, we have four programmes to choose from, depending on the type of financial advice you want to provide and whether you are interested in full-time or part-time studies. You do not need any prior financial services experience or qualifications to apply for any of these programmes.

Our qualifications are provided by both the London Institute of Banking and Finance (LIBF) and the Chartered Insurance Institute (CII).

Our level 4 programmes

  I want to be a retail investment adviser I want to be a mortgage and protection adviser I want to be a full financial adviser I want to be a retail investment adviser




Earnings once qualified*

Trainee: £25,000 - £30,000
Experienced: £50,000 - £100,000
Trainee: £18,000 - £22,000
Experienced: £50,000 - £70,000
Trainee: £25,000
Experienced: £70,000 - £100,000
Trainee: £25,000 - £30,000
Experienced: £50,000 - £100,000


£6,500 £2,000 £7,000 £6,500***


30 weeks 18 weeks 39 weeks 16 weeks

Recommended programme

DipFA® programme CeMAP® programme Combined DipFA® and CeMAP® programme Diploma in Regulated Financial Planning

* Average earnings can vary dependent on individual and employer.

** Costs can differ depending on individual circumstances, so please get in touch with us to confirm how much you will pay. The programme can be self-funded or paid for by employer sponsorship. If you don’t already have a work placement we may be able to help you to secure a placement with a firm who could sponsor your learning.

***This cost is currently being reviewed as at June 2023, and may change.

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 after you graduate.
Reasons to become an adviser

Next steps

Register your interest

If you would like to find out more about becoming a financial adviser, we'd love to hear from you.

Register today

Have a question?

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

Email us your question