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Newcastle IFA firm launches Financial Academy

5 October 2020

Lowes Financial Management has launched the Lowes Financial Academy, a new initiative for the firm to help attract recruits to the financial advice profession and take them through to achieving the Chartered Insurance Institute (CII) Level 4 Diploma qualification.

Ian Lowes, Managing Director of the Newcastle headquartered national IFA, says: “Our aim is to help inspire, motivate and encourage the next generation of financial advisers, by providing high quality training and support and the experience of some of the most highly qualified people in the industry.

“The opportunities in financial advice over the next few years are going to be huge. But the industry is struggling from a demographic of aging advisers heading for retirement and an insufficient number of new advisers coming into the industry to replace them.

“Independent Financial Advice plays an incredibly important and valuable role in people’s lives. It is also a highly satisfying career – just ask any of our Consultants what gets them out of bed in the morning; it’s helping people build their wealth and achieve financial security they desire and the appreciation of clients when they know they have achieved that goal.

“Through the Lowes Financial Academy we want to promote Independent Financial Advice as a fantastic career choice and to give people the pathway, learning materials and support they need to pass their exams and to pursue a successful career as a financial adviser.”

Lowes says the Academy will provide weekly training, delivered online by dedicated tutors via live webinars. Candidates will work through workbooks in between, aimed at taking them through to achieving the Chartered Insurance Institute (CII) Level 4 Diploma qualification in Regulated Financial Planning.

The weekly live webinars will allow participants to ask any questions about the current and previous week’s material and they will be complemented by exam-style questions, incorporated throughout the course, focussed on the current and previous weeks’ learning, to help candidates prepare for their exam sittings.

The first course to launch is CII R02 ‘Investment Principles and Risk’ with an induction date of 28 October 2020 – currently with a discounted period reducing the cost from £650 to £250, including the cost of the exam. Courses covering the remaining qualifications needed to become a Regulated Independent Financial Adviser will follow shortly.

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