Financial Planning Academy

Introducing the Financial Planning Academy

Our team are experts in delivering funded apprenticeships incorporating professional qualifications. We deliver 22 different programmes focused on the Financial Services and Insurance sector. The Financial Planning Academy is 3 of these programmes combined with additional soft skills module content. Funding is available for levy and non-levy firms alike and programmes are open to all ages. Learners can join at any stage of the Academy subject to prior learning and their current role. Places on the Academy are available to individuals to create groups of 20 and cohorts are launched quarterly.

What is Achieved

  • Financial Services Administrator Level 3 (R01)
  • Paraplanner Level 4 Cert CII PFS (R01, R02, R03 & J09)
  • Financial Adviser Level 4 Dip CII PFS (R01-R06)

The programmes are 18-24 months in duration and the levy funding band is £9000 per programme.  Non-levy firms need to contribute 5% of this cost (£450) per learner.


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Why Study With Us

  • 95-100% of programme costs funded from the Levy
  • Expert coaches and tutors with proven credibility in industry
  • Fast and supportive route through exams 94% first time pass rate and 100% completion rate
  • Modular approach avoiding overwhelm, procrastination and fatigue
  • All round skill development, not just exams
  • 70% of Learners achieving Distinction
  • Covid-19 safe – virtual classrooms and video coaching
  • Equality and inclusion for all
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Hear from Our Learners

Ciara Octigan 
Financial Advisor Level 4

“I was really impressed with the amount of resources and
expertise that were available. Everything I needed was provided by Davies, the environment was so supportive, and I never felt like I had to do anything on my own. Even the office would help by re-arranging exam times.

I always knew where I was on the grading system, I had been
aiming for a distinction and I knew that it was well within my
reach due to the review of my progress on a continuous basis.
My coach and I had monthly meetings, which resulted in a
formal record of progress, but my coach would also be there to
support me informally, he was always at the end of the phone
and had a huge wealth of resources that could help me.”

Soft Skills Module Overview

Module 1

Time Management for Financial Roles: By the end of this one day workshop you will have knowledge and skills to maximise your daily performance.

Module 2

Understanding Communication Styles: To recognise the different approaches to communication and how to adapt your style to achieve more from your network.

Module 3

Client Relationship Management: This workshop provides client relationship skills to help you thrive in your role.

Module 4

Sales Skills: To optimise opportunities for sales in a regulated environment.

Module 5

Presenting & Articulating Data: To be able to convert technical information into
succinct and understandable presentations delivered with impact.

Interested in the Academy? Get in touch!