Group sat around a table

Become a financial adviser

We support your goals at every stage.

We support your goals at every stage.

At the heart of The Openwork Partnership is our CII-accredited Business School

At the heart of The Openwork Partnership is our CII-accredited Business School, a centre of excellence for learning, development and long-term success in financial services. 

Whether you're just starting out, looking to upskill, or hoping to lead your own advice business, we’re here to support you at every stage of your career. 

How do I get qualified?

Our structured Academy programmes help you qualify as a mortgage and protection adviser within six months or as a wealth adviser within 12 months. You’ll gain technical expertise along the way, mastering advice processes and learning the ins and outs of our products. 

Hear from Ben Hughes, Protection Adviser:

Ben Hughes

Do you just offer technical development?

Far from it. We have a huge library of learning modules on everything from marketing and recruitment to building resilience, effective leadership and decision making. 

What if I'm ready for the next step?

We offer specialised initiatives for current and aspiring business owners. Grow your firm at scale with our Partnering for Growth course or get ready to lead your business with our Route to Principal pathway. It’s not just about gaining knowledge – it's about unlocking your full potential and driving sustainable growth. 

You’ll need to join one of our partner firms before you can join the Business School.