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Boosting your career with our Academy

We support your goals at every stage

We support your goals at every stage

Financial Advisers in an office

Why join our Academy?

Our Academy offers programmes to match your career stage and goals.

Download our brochure to find out

Market-leading

Founded in 2014 and with goals limited only by your drive and ambition, our Academy has already trained and qualified over 370 advisers from every walk of life.

Support

Wherever you start from, you will be fully equipped with the professional skills needed for a successful career as a Financial Adviser.

Community

A collaborative and supportive environment from the start - you will build a network of encouragement that will be with you as long as you need.

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Helping you to develop and grow

  • Expert tutors at every stage
  • Recognised industry qualifications that are with you throughout your career
  • A tailored candidate journey shaped around our core programmes
  • First time pass rates of nearly 90% across all units – higher than the CII average for all sittings.
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Mortgage and protection

• 12 Month Programme
• Includes RO1 & CF6 to obtain the ‘CII Certificate in Mortgage Advice’, plus the RO5 ‘Financial Protection’ unit to enhance candidate understanding of and ability to analyse financial protection planning issues
• Mortgage & Protection Adviser licence gained in month 4/5.

Mortgage and protection programme
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Wealth

Standard Programme (COB)
• 12 Month Programme
• Includes RO1 to RO6 (inclusive) to obtain the ‘CII Diploma in Regulated Financial Planning’
• *Core COBs Adviser licence gained in month 7 (accumulation)
• **‘Accessing Pensions Savings’ licence gained in month 10 (decumulation).

Wealth programme