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
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:
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
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.