Financial Adviser Apprenticeship Programme


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.


Why become a financial adviser?

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.


Entry requirements

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


Course overview

Qualification: CII Diploma in Regulated Financial Planning qualification

Duration: 18-24 Months

Assessment: Six exams, case study and portfolio of evidence


Costs and funding

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.


Download Brochure


How to apply

Our 2019 course dates for financial advisers are:

1st October

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.

Apply Now


I’m interested in an apprenticeship but don’t have an employer

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.

Contact Us


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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.

Register now for Free