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Financial Adviser School launches CeMap and soft-skills training programmes


The Financial Adviser School (FAS) is to expand its support for the financial planning sector by offering two new standalone training programmes. 

It will see FAS offer a package for candidates that aim to obtain their Certificate in Mortgage Advice and Practice (CeMap), the level 3 qualification required to give advice on mortgages.

And it will launch a standalone soft-skills-only course for qualified advisers that wish to supplement their existing skillset with training in non-technical competencies that will help them deliver excellent customer service, understand behavioural finance, building trust with clients.

Today’s news represents an expansion on the School’s existing offering, which will continue to operate as normal. The core FAS programme is a 58 week course which sees candidates study for the DipFA, CeMap and the soft-skills training.

It means FAS will be able to accept candidates four different training packages:

  • The core 58 week programme for aspiring financial advisers
  • The  programme for existing mortgage and protection advisers that wish to obtain the full DipFA
  • CeMap course for candidates that wish to advise on mortgages (launches August 2017)
  • Soft-skills training for advisers that want to complement their existing skill-set with training in a range of modules tailored to the financial advice profession (will be launched in October 2017)

The new Mortgage qualification programme will consist of a 6 month course providing training on the FSRE and CeMAP 2 and 3 exams. It will be conducted through remote-learning based sessions, workshops and other study tools.

The soft-skills-only programme is designed specifically for financial advisers, and is aimed at helping them enhance their communication and business planning skills, which are crucial to a successful career in financial planning.

FAS is a not for profit entity set-up to support the training and development of the next generation of financial advisers. Earlier this year the first three cohorts of students graduated from the programme, with one more cohort due to graduate in the coming weeks.

The majority of students that study with FAS are sponsored through the programme by a financial planning firm, and they typically combine study with an existing role within the business. However, the School has also placed a number of students into vacancies where they have self-funded the programme themselves.

Head of the Financial Adviser School, Darren Smith says:

Darren Smith“We’re excited about this opportunity to broaden our support for the financial planning sector by helping to train the next generation of mortgage advisers and offering practicing advisers the opportunity to add to their skillset.

“At FAS our purpose is to help to train the next generation of financial advisers, promoting growth in  the financial planning sector and enabling more customers to access the benefits of face to face advice. We have already helped 18financial advisers kick-off their career by obtaining their Diploma in Financial Advice, and we currently have another 73 students currently studying with us. Today’s announcement means we will be able to extend out support to even more firms and we look forward to welcoming cohorts onto the new programmes from August.”

For more information contact

Michael GlenisterOld Mutual Wealth020 7778 963807469

Notes to editors:

About Quilter plc:

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £116.5 billion in customer investments (as at 30 June 2018).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions and discretionary fund management.

The business is comprised of two segments: Wealth Platforms and Advice and Wealth Management.

Wealth Platforms includes the Old Mutual Wealth UK Platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

Advice and Wealth Management encompasses the financial planning network, Intrinsic; Quilter Private Client Advisers; discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

The Quilter plc businesses are being re-branded to Quilter over a period of approximately two years:

• The Multi-asset business is now Quilter Investors

• Intrinsic to Quilter Financial Planning

• The private client advisers business is now Quilter Private Client Advisers

• The UK Platform to Quilter Wealth Solutions

• The International business to Quilter International

• The Heritage life assurance business to Quilter Life Assurance

• Quilter Cheviot will retain its name

This press release is for journalists only and should not be relied upon by financial advisers or customers.

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This communication is issued by Quilter plc.  Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270.  Registered in England.