Although most of this website is aimed at qualified financial advisers who want to make the move to running their own financial advice business, here at Tenet we have a wealth of experience in helping people get into the world of financial advice – whatever stage they’re at in their career.

So, if you are thinking about becoming a financial adviser, our free guide has everything you need to help you decide if this is the right career for you. Written in straightforward, jargon-free language, it takes you through the role and explains the different types of adviser you could become, as well as exploring the situations in which a client might come to you for help.

The advisory process is clearly explained, from meeting a new client, assessing their attitude to risk and researching suitable products, to making recommendations and presenting your ideas. It also looks at the different life stages when a client might need your services and how you can maintain your relationship going forward. It will help you decide whether you have the skills to make this a good career choice for you, the qualifications you’ll need and how much money you can expect to earn.

HOW TO BECOME A FINANCIAL ADVISER is available to download FREE here on our website. Simply click here and fill in a short form to download the guide as a PDF.