Openwork rolls out scheme to take advisers to Chartered

Carmen Reichman
clock

Zurich-backed network Openwork has launched a training programme to help its advisers attain QCF Level 6 qualifications and the Chartered Financial Planner designation.

The restricted advice business will offer advisers a structured programme to take them to Chartered Financial Planner status, which sits two grades above the regulatory minimum requirement for advisers of Level 4. The programme is designed to dovetail with Openwork's graduate training academy for new entrants, which launched last year. Openwork principals, advisers and paraplanners will be given face-to-face tuition in the form of 'AF' (advanced) study modules initially to be delivered at the firm's headquarters in Swindon. Openwork will seek to roll out further courses at a number...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Brooks Macdonald gives sports wellbeing advice

Feel Good Friday: Brooks Macdonald gives sports wellbeing advice

Wealth manager has partnered with charity Sporting Wellness

Professional Adviser
clock 03 May 2024 • 1 min read
Adviser guide aims to 'demystify' Consumer Duty annual reporting

Adviser guide aims to 'demystify' Consumer Duty annual reporting

Firms to produce first annual Consumer Duty board report

Sahar Nazir
clock 02 May 2024 • 1 min read
Behavioural coaching a 'tough sell' among prospective clients

Behavioural coaching a 'tough sell' among prospective clients

‘Clients overlook major sources of value from advisers’

Isabel Baxter
clock 02 May 2024 • 1 min read