Pathways consists of a Recruitment Guide, Careers Guide, 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.
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.
We would particularly like to thank The Leaders Summit Group, a financial services Thinktank made-up of senior figures from across financial services, for its support and endorsement of Pathways.
This investment into the future of the financial planning profession is essential in ensuring that consumers continue to have access to trusted and professional financial advice.
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.
Please see below for the relevant guide:
Manager's Guide »
Trainee Guide »
Case Studies »
Careers in financial planning can be dynamic and highly rewarding. The skills you will learn en-route to becoming a Chartered Financial Planner will enable you to help people from all walks of life to achieve their lifetime goals and dreams. As a qualified and regulated financial planner you will be able to offer a professional advisory service to individuals, families and organisations. Your advice will help them plan to achieve key financial objectives and is likely to include investment, tax and retirement planning.
As a professional financial planner you will have the flexibility to work for yourself or as part of a larger team. Once you have achieved Chartered status you are also likely to work alongside other professionals, such as accountants and lawyers, to deliver your clients a holistic professional service.
Other roles exist to support financial planners in areas such as research, compliance or client administration.These roles are often a good way of learning what the job of a financial planner entails whilst studying towards your professional exams, but can provide rewarding careers in themselves.