Is Level 6 becoming the standard for financial advisers in the UK?

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Join us in the New Year to discuss whether being Level 6 qualified is the 'norm' for financial advisers?

Over the last 20 months a lot has changed for advisers:

• increase support for customers in financial difficulty
• adapting to support customers pre and post pandemic
• ensuring the most vulnerable customers have access to financial services
• adoption to digital services to offer better choices for your customers

Complex times produce complex financial situations. The need to understand a wider range of options, solutions, risks and implications for customers has never been greater for a financial advice professional.

We have put together a diverse panel of speakers to discuss:

• why financial advice firms are encouraging more advisers to undertake level 6 qualifications
• the role becoming chartered plays in the market
• the qualifications available to advisers and how they can upgrade their skillset

Don't miss out on this exciting discussion and how we can help support the next stages in your career.

Who should attend?

• Financial Advisers
• Independent Financial Advisers
• Wealth Managers
• Financial Planning Consultants
• Learning and Development Managers for IFA's and Networks
• Paraplanners
• Trainee Financial Advisers / IFA's
• Retirement Consultant
• Protection Adviser

Who will be speaking?
Nicola Barker, Senior Academy Development Manager, St James's Place Wealth Management
Julian Hince, Head, Quilter Financial Adviser School
John Somerville, Head of Financial Services, Professional Education, The London Institute of Banking & Finance

Nicola Barker, Senior Academy Development Manager, St James's Place Wealth Management
Nicola is a Senior Academy Development Manager, St James's Place Wealth Management and a Chartered Fellow of The London Institute of Banking & Finance. A specialist in professional development, Nicola has worked in financial services for more than 20 years. Over her career she's been part of the ever-evolving retirement space and its inextricable link to later life planning.

Julian Hince, Head, Quilter Financial Adviser School
Julian joined Quilter in 2019 to lead, manage and oversee the Quilter Financial Adviser School.
He has 30 years of financial services experience, 28 of those spent in the investment management sector working for companies such as M&G and Invesco.

John Somerville, Head of Financial Services, Professional Education, The London Institute of Banking & Finance
John has worked in Regulated Financial Services for the last 25 years and has worked as a Financial Adviser, Regional Manager and Account Manager for leading financial services companies such as Aviva, Legal and General and AXA. John was previously the Regulated Learning and Development Manager at Nationwide Building Society and prior to this was a Regulated Learning and Development Consultant at Intrinsic Financial Services.

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How specialist studies in financial advice lead to chartered status