We specialise in helping people achieve Chartered Financial Planner status.


We are leading industry experts for financial services qualifications. We have successfully helped hundreds of
financial advisers and industry professionals acquire their desired qualifications.

Our aim is to work in partnership with you to
help you achieve Chartered status in the least stressful and most effective way.


We also help businesses achieve Corporate Chartered status.

The Financial Adviser Academy is run by Steve Davis and Mark Thewlis. We are both former CII examiners and two of only a handful of CII Accredited Trainers (Advanced Level) in the UK.


In addition, we are both Chartered Financial Planners and Fellows of the PFS (by examination). This knowledge and experience provides us with a unique insight into how the exams work and what it takes to pass them.
We have used our experience to create training that is focused on passing. We know success is about understanding the core knowledge, being able to recall it in the exam and then applying the right techniques to score enough marks to pass the exam.