Financial Adviser School Graduation

24 January, 2018Heather Tilston

The Financial Adviser School, developed by Old Mutual Wealth to help budding financial advisers get firmly on the path to a successful career in the sector, celebrated the latest cohort of students to graduate at a ceremony held in London in December.

The students all successfully qualified as financial advisers, obtaining our (LIBF) Level 4 Diploma for Financial Advisers.

Jordan Newbold27 year old, Jordan Newbold, (pictured) is one of the latest advisers to graduate. Previously a mortgage adviser, Jordan says passing the Diploma for Financial Advisers means he can now move on to other areas of advice. “Now I can start advising on pensions and investments – things I find really interesting,” he says.

Jordan had previously tried studying other financial exams on his own, but it didn’t go well he says. “FAS has been a life saver,” says Jordan. “I’ve done financial exams before and thought they were the hardest thing I ever did – I had to do it all by myself and it didn’t go well. With FAS there was support - somebody could help me.” Jordan did so well during his time at the School that he was also awarded the ‘Top Student’ award from the January 2017 cohort, recognising not only his academic achievements but also his attitude and approach with other students. 2018 looks like being a great year for him!

The Financial Adviser School is part of Old Mutual Wealth, who operate the school on a not-for-profit basis. Pass rates at the school are currently around 95%. They accept students from all backgrounds, and are keen to increase diversity in the industry. Some students are already working in the industry, others are looking to start a new career.

“Our aim is to create prosperity for the generations of today and tomorrow,” says Darren Smith, Head of The Financial Adviser School, which has been delivering LIBF’s qualifications for 2 years. “People who take advice are more likely to reach their financial goals and a well trained and well motivated adviser can make a really significant difference. Our aim is to create generations of advisers who help their clients achieve the best possible outcomes. The course includes training on skills and behaviours as well as the academic qualification to provide the best support for students wishing to develop their careers as professional financial advisers,” says Darren.

After 58 weeks successful students leave with:

Adviser firms benefit from:

  • Spending less time and resources providing training support and getting their trainee adviser to competent adviser status more quickly
  • A motivated, qualified and highly-trained individual who can be moulded to their firm’s culture
  • A new adviser to help grow their business – either by reaching out to new clients, or by freeing up experienced advisers.

As an awarding body, we deliver industry-leading qualifications covering a wide range of subjects, including banking, regulation, conduct, ethics, investment, mortgage advice, financial advice and complaints handling.

Individuals can study for qualifications that are directly relevant to their current role as well as progressing towards recognised Professional and Chartered designations as their careers develop.

You can study directly or through third parties, such as The Financial Adviser School as well as via apprenticeships.