Your IndustryJul 28 2017

Old Mutual adviser school launches extra courses

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Old Mutual adviser school launches extra courses

Old Mutual Wealth’s Financial Adviser School will be expanding its programme with two more training courses.

From August it will offer a course for candidates looking to get their Certificate in Mortgage Advice and Practice (CeMAP), the level three qualification needed to give advice on mortgages.

And from October it will launch a standalone soft-skills course for qualified advisers who want to train in non-technical skills such as customer service, behavioural finance, and building trust with clients.

Darren Smith, head of the Financial Adviser School, said: “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.

“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.”

Mr Smith said the Financial Advice School had helped 18 financial advisers start their career by getting their Diploma in Financial Advice, and it has another 73 students currently studying.

The core FAS programme is a 58 week course which sees candidates study the full DipFA, CeMAP and the soft-skills training package together.

But FAS will also accept candidates for the DipFA, CeMAP and soft-skills training individually.

The new mortgage qualification programme will consist of a six-month course providing training on the FSRE and CeMAP two and three exams.

It will be conducted through remote-learning based sessions, workshops and other study tools.

Old Mutual Wealth bought the Financial Adviser School from Sesame Bankhall Group in February 2016 and operates it on a not-for-profit basis.

damian.fantato@ft.com