PlanHappy Diploma Partner Programme - CII Level 4 Diploma in Regulated Financial Planning.

Start a Career in Financial Planning

PlanHappy Diploma Partner Programme

Financial Planning needs a new generation. Could you be part of it?

With 49% of UK Financial Advisers planning to retire within the next five years and millions of people who could benefit from good Financial Advice, there’s a real need for new people to come into the profession.

So, if you've been thinking about a new career, this could be your opportunity to become a Financial Adviser, Paraplanner or explore one of the many other roles within Financial Planning.

The best part? You don't need to already work in Financial Services to get started.

The PlanHappy Diploma Partner Programme is a structured 18-month programme designed to help you work towards your CII Level 4 Diploma in Regulated Financial Planning.

And we don't just prepare you for the exams, we prepare you for the job too.

You'll learn from Financial Planning professionals already doing it, see how that knowledge is applied in the real world and have a dedicated mentor supporting you throughout the Programme.

As a Diploma Partner, you'll get:
• A personalised study plan
• Expertly-designed study materials
• Breakfast Study Clubs
• Revision workshops
• Regular mentor check-ins
• Access to the PlanHappy Study Community
• Opportunities to learn from people already working in Financial Planning
• Practical insight into how Financial Planning works day to day

And what comes after the Diploma?

Your Diploma can open the door to a range of opportunities across the Financial Planning profession. And if you want to keep progressing, PlanHappy can support you beyond your qualification too.

Our Competent Adviser Status (CAS), Appointed Representative (AR) and Directly Authorised Partnership Programmes give you the opportunity to keep building your career with PlanHappy and, maybe one day, run a Financial Planning business of your own.

Who are PlanHappy?

PlanHappy has been built by Financial Planners, for Financial Planners, backed by more than 25 years of experience running our own successful Financial Planning business, Joslin Rhodes.

Read our story here:

https://planhappy.co.uk/

https://planhappy.co.uk/learn/

Come and find out more

Join our FREE online PlanHappy Discovery Webinar on 30 September at 6PM and see if the Diploma Partner Programme is right for you.

We'll talk you through the different career options, the qualifications you'll need, how our 18-month Diploma Partner Programme works and the support you'll receive. There'll also be plenty of time to ask the PlanHappy team your questions.

Register for the FREE Discovery Webinar →

Please note: There is a fee to join the PlanHappy Diploma Partner Programme. It’s a training and development programme and not an offer of employment with PlanHappy.

https://planhappy.co.uk/free-planhappy-diploma-partner-webinar/