Welcome to Pathways, the financial planning careers framework.

Whether you are a trainee embarking on your first role in financial planning or the owner of a small advisory business making an investment in new personnel, Pathways will provide the framework to help guide you both on your journey. Pathways consists of a Trainee Guide and a Manager’s Guide, which provide a defined training pathway to take a financial novice through to Chartered Financial Planner. They cover the skills that are required, the knowledge needed and the professional qualifications that are essential to reassure consumers and achieve regulated adviser status. Download the Guides below.

In creating Pathways as an industry standard training programme the Personal Finance Society has consulted widely and taken advice from financial planning practitioners. Pathways has the support of many large financial services organisations, including The Leaders Summit Group, a Financial Services Thinktank made-up of senior figures from across financial services, whose remit is to shape and influence the future of the financial services. The Group has given Pathways their support and endorsement.