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Financial Planning


FWD are delighted to be working with the Personal Finance Society in designing & delivering their new Aspire Financial Adviser development programme. We will shortly be confirming more details about the programme, but for any employer or employee who is interested in an initial exploratory discussion, please complete the short form below & we will arrange a call back.


FWD are specialists in delivering Financial Services apprenticeships & are an accredited CII trainer. We can advise you on all aspects of apprenticeships, including the different options available to you & how government funding works, plus we can provide you with recruitment support if required.


Thank you for your interest & we look forward to speaking with you.



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PFS launches Aspire – a new financial adviser development programme


The Personal Finance Society has launched a new financial adviser development programme, offering wide-ranging support to employers of aspiring financial advisers across the UK.


Comprising a combination of apprenticeship funding and Personal Finance Society sponsorship, Aspire will involve a structured training programme lasting 18 months, during which participants will achieve the necessary qualifications and skills required to become a fully qualified financial adviser.


Aspire’s launch follows the development of the new Financial Adviser apprenticeship standard, which was sponsored by the Personal Finance Society and approved by the Department for Education in November.



Aspire: The Personal Finance Society’s new financial adviser development programme


Programme content:

bullet All 6 diploma (R01 – R06) exams included, with CII blended learning support – i.e. all costs of books,

     remote learning and exam entry included.

bullet Regional events providing exam revision sessions, plus additional training workshops on soft skills with

     an experienced accredited trainer.

bullet Personal coach providing monthly guidance and ongoing remote support.




bullet A £900 employer contribution is required if age at start of the programme is 19+.

bullet For firms with less than 50 employees where the starting age is less than 19, no contribution is required.

bullet There is also a further £1000 incentive available for any size business enrolling an existing or new employee

     aged less than 19.

bullet All programme content as described above is included.


     Note: Levy paying employers (i.e. payroll is > £3M per annum) are not required to make any contribution

           as the cost will be taken from your levy account.




bullet Available to any employed member of staff, regardless of age, who works for a minimum of 30 hours per week.

bullet Help is also available to attract potential new recruits to go onto the programme.


     Note: The programme is currently only available for employees based in England, as we are awaiting policy

           clarification around apprenticeship funding in the devolved regions.