The financial services industry is continually evolving, which is why people rely on the expertise of financial advisers to help them manage their money.
Financial advisers must confidently navigate markets, products and technology updates to deliver the best advice for clients.
Once you’re qualified, you’ll be on a path for a highly rewarding career, helping people achieve their financial goals.
Where your career takes you, is within your control. You may want to work for a large corporation such as a bank, be part of a smaller firm, set up your own firm, or specialise in critical products and services such as pensions, mortgages or private clients.
Operating in a highly regulated environment, you’ll be challenged with remaining at the forefront of industry advances, and have a life-long passion for professional development.
You’ll be required to obtain professional qualifications, demonstrate a high degree of integrity, and adhere to a code of ethics.
Whether you’re looking to upskill in your current career, or you’re totally new to the world of financial advice, the Financial Adviser Apprenticeship Programme is the flexible route to achieving this.
Successful candidates must commit to the full study programme, and must spend 20% of their working week studying towards the apprenticeship standard with a structured learning plan. The remaining 80% of the working week will be spent learning on-the-job skills required to pass the course.
Qualifications: 5 GCSE’s A-C Grades (Including Maths and English)
Criteria: Be a UK citizen or resident in the UK for the past three years
Age Eligibility: 16 – 65
Job Role: Be in paid employment for 30 hours per week minimum
Qualification: CII Diploma in Regulated Financial Planning qualification
Duration: 18-24 Months
Assessment: Six exams, case study and portfolio of evidence
All our apprenticeships are up 95% funded.
The funding covers the cost for NMBA to deliver the training in line with the relevant apprenticeship standard and does not include the salary or wage of your employee.
Our 2019 course dates for financial advisers are:
Please check back for the release of the 2020 dates.
Applications are open now for employers to apply on behalf of their apprentice. Due to our limited funding, we allocate places on a number of factors including age, location, available support and the likelihood of the individual passing the programme.
If you’re interested in becoming an apprentice but aren’t currently employed in a relevant role, please contact the team at NMBA who can help you to find a suitable employer.
Paraplanner Apprenticeship Programme
Provide detailed and technical support to Financial Adviser Businesses, with a focus on research, analysis and compliant financial reporting.
Mortgage Adviser Apprenticeship Programme
Using knowledge and expertise on markets, products and services, to advise and ensure best outcomes for clients when purchasing property.
If you’re interested in our apprenticeship programme, you’ll need to register to become an NMBA member. It’s free to join and you’ll have access to all of our events, webinars, outsourcing solutions, business development support, and a range of other resources.
All of our dedicated support is designed to help you run a profitable and successful business.