Quilter moves adviser training online

Quilter moves adviser training online

Quilter Financial Planning has moved some of its adviser training courses fully online to improve access and flexibility for those studying to become a financial planner.

Students training for level 4 exams will be able to access all training materials online, alongside podcasts, videos and questions to check their knowledge.

They will also have a dedicated trainer for tutorial sessions.

The training has also shifted to a more flexible online learning platform which will enable students to become level four qualified in 30 weeks, a change from the current 47-week programme.

The move follows the launch of FSRE4ALL, when all Quilter’s training materials for the first module of the diploma for financial advisers went digital, free and available to all in June.

Julian Hince, head of training at the Quilter Financial Adviser School, said: “During the pandemic we and our students had to adapt so they could continue their journey to becoming financial planners. 

“We had always planned to move toward digital learning, but Covid-19 accelerated the process as the success of this period has been astonishing. We have maintained outstanding pass rates and technology has allowed for successful remote exams.”

Hince said digital learning had the capacity to “democratise” the prospect of becoming a financial planner, as many who wanted to pursue a career change had “busy lives, schedules and commitments”.

He added: “Through offering QFAS online we hope to welcome even more diverse cohorts of students keen to become the next generation of financial planners.”

The coronavirus pandemic has shifted working, schooling and training practices online.

Adviser networks and industry bodies pledged in April last year to continue encouraging trainees to join apprenticeship programmes despite the coronavirus pandemic, with many networks focusing on remote learning and virtual training to do so.

At the start of the pandemic, Openwork adapted its training and education support for adviser firms by moving its academy training online.

Meanwhile, the SimplyBiz Group’s not-for-profit adviser training academy said it was “confident” it would weather the coronavirus storm as it mentored 150 students online.


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