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Apprenticeship training course

Financial adviser (level 4)

Working within small businesses or large organisations such as banks, giving clients specialist advice on how to manage their money.

Qualification level
Equivalent to higher national certificate (HNC).
Typical duration
24 months
Apprenticeship category
Legal, finance and accounting
Maximum funding
Maximum amount government will fund
for apprenticeship training.
Also known as
  • business owner
  • Chartered Financial Planner
  • Financial Services Administrator
  • Manager
  • Mortgage Adviser
  • Paraplanner

Full information on Financial adviser (level 4) is available from the Institute for Apprenticeships and Technical Education.

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