How long does it take to qualify as a financial planner?

David Lefevre February 23, 2025
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By Scott Mason March 02, 2025

Qualifying as a financial planner can take various forms, with one effective pathway being through financial planning apprenticeships. These apprenticeships typically last between 18 to 24 months and are designed to provide a blend of practical experience and formal education. During this period, apprentices work in a real-world financial planning environment while simultaneously studying for relevant qualifications. This dual approach not only allows them to earn a salary but also equips them with the necessary skills and knowledge to succeed in the field. By the end of the apprenticeship, individuals are often well-prepared to take on the responsibilities of a financial planner, having gained both theoretical understanding and hands-on experience in financial planning practices.

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