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Personal Finance Society
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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, the Personal Finance Society's Aspire initiative 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.

The Personal Finance Society's Aspire 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.

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


  • 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.


  • 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 


For additional information about the programme please visit