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PFS launches Aspire - a new financial adviser development programme

The Personal Finance Society has launched a new financial adviser development programme, offering wide-ranging support to employers of aspiring financial advisers.

Comprising a combination of apprenticeship funding and Personal Finance Society sponsorship, Aspire will involve a structured training programme lasting 18 months, during which participants will achieve the necessary qualifications and skills required to become a fully qualified financial adviser.

Aspire's launch follows the development of the new Financial Adviser apprenticeship standard, which was sponsored by the Personal Finance Society and approved by the Department for Education in November.

Aspire: The Personal Finance Society's new financial adviser development programme

Programme content:

  • All 6 diploma (R01 - R06) exams included, with CII blended learning support - i.e. all costs of books, remote learning and exam entry included
  • Regional events providing exam revision sessions, plus additional training workshops on soft skills with an experienced accredited trainer
  • Personal coach providing monthly guidance and ongoing remote support

Cost:

  • A £900 employer contribution is required if age at start of the programme is 19+
  • For firms with less than 50 employees where the starting age is less than 19, no contribution is required
  • There is also a further £1000 incentive available for any size business enrolling an existing or new employee aged less than 19
  • All programme content as described above is included

Note: Levy paying employers (i.e. payroll is > £3M per annum) are not required to make any contribution as the cost will be taken from your levy account.

Eligibility:

  • Available to any employed member of staff, regardless of age, who works for a minimum of 30 hours per week
  • Help is also available to attract potential new recruits to go onto the programme

Note: The programme is currently only available for employees based in England, as we are awaiting policy clarification around apprenticeship funding in the devolved regions.

Registering your interest:

We would like to gauge interest in the programme so that we can plan timings and regional venues as required. If this programme is of potential interest to you or your staff please register your interest by emailing apprenticeships@thepfs.org with the following details (this is indicative only and does not commit you to the programme):

 

Name of employer

Contact number

Email address

Town / Business postcode

Existing member of staff?

New member of staff?

Help required recruiting new member of staff?

Preferred start date: ASAP / May 2017 / September 2017

 

For additional information about the programme please visit www.fwdtraining.com/pfs

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.