Progeny looks to expand 'boutique' academy offering

Advice academy veteran on training a Chartered generation

Isabel Baxter
clock • 4 min read

Progeny’s adviser academy is a boutique offering which is looking to expand, its head Heather Ross tells Professional Adviser.

Ross joined Progeny in January 2023 and before that headed up both Balmoral Asset Management's and Aegon's academies. "It [the Progeny academy] is quite a boutique offering which we are looking to expand," she told PA. "It is about training people to be financial advisers of the future." Prospective advisers joining the Progeny academy must already have The Diploma in Regulated Financial Planning. Most work towards gaining Chartered status during their time in the academy. "Some of them may be Chartered when they come in, some of them may be part way through, and some of them might...

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Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

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