Elevating your financial career: level 6 qualifications and Chartered status

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With the industry rapidly changing, it's never been more important for advisers to keep on top of their training to meet the demands of consumers.

In a landscape where financial advisers are tasked with delivering positive outcomes for customers and guiding them toward well-informed decisions, the need for comprehensive expertise in diverse options, solutions, risks, and customer implications has never been more critical.

Since Consumer Duty was introduced and becoming more integrated in everyday operations we've witnessed a surge in interest and enrolment in LIBF's Level 6 qualifications and the pursuit of Chartered status recognition.

We are hosting a Q&A webinar giving individuals the opportunity to:

• ask questions about our Level 6 qualifications
• understand the different qualifications we offer to support advisers
• how chartered status works at LIBF.

Our expert panel of speakers will delve into:

• why financial advisory firms are actively encouraging their advisers to pursue Level 6 qualifications
• how the significance of Chartered status is on the rise within the market.

If you've already obtained a Level 4 qualification in financial planning from LIBF or another awarding body, you're likely eligible to embark on the journey towards our Level 6 qualifications.

Don't miss out on this chance to advance your financial career and stay at the forefront of industry trends.

Who will be speaking?
Nicola Barker, Senior Partnership Development Manager, St. James's Place Wealth
Lewis Byford, Director, Antony George Recruitment
Richard Cooper, Business Development Manager, LIBF
Michaela Pashley, Managing Director, Practical Financial Exams

Nicola is a Senior Academy Development Manager with St James's Place and a proud Chartered Fellow of the LIBF. A specialist in and advocate of professional development, Nicola has worked in financial services for more than 20 years.

Lewis Byford, is Co-Founder of Antony George Recruitment. He specialises in recruiting admin, paraplanner, and advisory positions across the UK. Additionally, he promotes a positive team culture in financial planning firms through his "cultural MOT" program. Lewis also loves to add value by hosting webinars and his Antony George WhatsApp community groups.

Michaela is an examiner, trainer, author, consultant, and financial adviser. She is the entrepreneur behind qualification provider PFE, which she founded in 2020. PFE delivers and assesses the SCQF Level 9 Practical Investment Planning qualification, which is an eligible specialist unit for the LIBF's Advanced Diploma in Financial Advice. She has worked with some of the profession's biggest brands including M&G/Prudential and St James's Place. Outside work, Michaela has two children which keep her extremely busy. She enjoys makeup, video games, and good movies.

Register