We hold between 4 and 6 residential courses each year. The course is quite intense as we pack a lot of learning and practical skills training in a short period of time. This is designed to give the candidates the best possible start to their new careers.
As every graduate has a guaranteed immediate start, with one of our sponsor employers. The numbers are very strictly limited.
This course is fully subscribed, email us to join the waiting list.
Financial Advisers to progress from trainee to consultant level will need to obtain formal qualifications. There are several ways to do that. We recommend the Chartered Insurance Institute’s Award in Financial Planning for Non-UK based financial advisers. We have structured our syllabus so that you will learn all you need to pass the exam and gain the award.
After completing our course, a real high earning career awaits you, in a variety of worldwide locations.
You don’t need any previous qualifications. You can complete the online course at your own pace.
International Wealth Managers are always looking for new trainees. Some are happy to give our course graduates a trial. But it’s up to you to become a success, we give you the knowledge, ability, and support to help stack the odds in your favour.
We will be here to mentor you as and when you need it. During your course and also after you start at your new company. We will always be here to help you.
Our FREE IFA Essentials course if fully online and is flexible.
You will be assigned a personal mentor with over 20 years experience as an IFA. They will help guide you through your training and advise you on the available opportunities after your course is complete. Our spaces are genuinely limited, don’t be disappointed sign up today.
Don’t worry, we have your best interest at heart if you decide this is not for you that’s fine, we will leave access to the course open for you to return in future should you wish..
Our course does not have a pass or fail, however you will need to complete the course. Your mentor will guide you through the course, and help you learn at your own speed. Once the course is complete your mentor will suggest the best company for you to join based on how much onward training and support you will require.
Our course is designed to get new IFA trainees up and running and earning as quickly as possible, it does not count as a formally recognized qualification. But we do follow the syllabus of the Chartered Insurance Institutes Award in Financial Planning for Non-UK based advisers. We include a guide within the course to help you pass the CII exam, which can be taken at many locations around the world. After completing our course, you should be able to pass this exam without any problems.
The simple answer is yes. Your mentor will provide you with a list of the IFA firms and locations that are available to you and discuss the various options. It is then up to you to choose where you want to go.
Yes, you can work from any location as long as you have a computer and a good internet connection.
Yes, you decide how many hours a day you wish to work. You will be your own boss and can tailor a home based telesales business so that it becomes your sole income, or as a top up to your current income.
A number of the IFA firms we work closely with recruit telesales staff to work directly in their offices in places like Dubai, Hong Kong, Moscow, and many others. Your mentor will guide you on the best choices.
It depends on the way you work. For example, working from home you can charge an hourly fee and a fee for each appointment you make. An example would be an hourly fee of $30 and $100 for each appointment that is confirmed.
Other telesales people charge a commission of the sales the IFA makes, this is normally around 20%. But this is more common for telesales staff who work abroad in the IFA offices, and these can lead to six-figure incomes.
We offer several ways to get in touch:
You can chat with an agent via our live chat service, just click at the bottom right of this page.
For general support, if you are a student please either contact your personal mentor directly or drop us an email to [email protected]
For recruitment inquiries, if you want to be an employer of our course graduates, please either click on the live chat below or email us to [email protected]
For all other inquiries please email us to [email protected]
It’s entirely up to you, there are no time limits, you learn at your own pace.
There is no pass or fail tests on our course. Although our course provides a great deal of information that needs to be learned, however, this is at your own pace. You will retain access to the course long after you have finished and started your new career.
You can start as soon as you complete your course. Your personal mentor will discuss your options and guide you through this.
As a trainee IFA working offshore we would expect you to earn in excess of $65k, most earn more. It will just depend on how hard you work. You will receive some financial help from the IFA firm you join, such as the cost of flight back, and free accommodation for a 3 or 6-month period.
That’s not a problem, you can pause your course for up to 5 years.