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Quality Assured Financial Training

Here at Simply Academy, we devise and deliver industry-standard Financial Services training programmes to individuals and organisations from all around the world.

Whether you’re looking to start a new career in Financial Services, continue your professional development or start an apprenticeship scheme in your organisation our friendly team of experts are on hand to help.

With over 18 years’ experience of working with the Financial Services sector, Simply Academy is dedicated to making an impact, shaping the future, and nurturing the talent of tomorrow.

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Mortgage Advice Qualifications

Certificate in Mortgage Advice & Practice (CeMAP®) – Entry Level 3

Whether you’re new to the industry or looking to enhance your expertise, our unrivalled study options cover everything you need to achieve CeMAP status. Led by experienced instructors, our mortgage adviser training courses equip you with the knowledge and skills to navigate the complexities of giving mortgage advice. Join us on this educational journey to build a strong foundation for a rewarding career in the dynamic world of mortgages.

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A financial adviser providing advice to a couple.

Certificate in Regulated Equity Release (CeRER®) – Specialist Level 3

Discover the Certificate in Regulated Equity Release (CeRER), a crucial qualification for understanding and advising in the regulated equity release market. Whether you’re new to the field or expanding your financial knowledge, our experienced instructors will guide you through the syllabus ensuring you’re well prepared to pass your exams and offer informed advice in the ever-growing equity release market.

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Financial Advice Qualification

Financial Advice Qualification

Diploma for Financial Advisers (DipFA®) – Entry Level 4

Welcome to the Diploma for Financial Advisers (DipFA), your pathway to success in financial advising. Whether you’re starting your career or aiming for advancement, DipFA covers crucial topics like investment principles and client relationships. With experienced instructors, this financial adviser training programme provides the knowledge and practical skills essential to navigating the world of financial advice.

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A smiling financial adviser giving a client advise.

Continued Professional Development

Adviser Skills – Soft Skills Training

This is a unique CPD accredited soft skills course for mortgage and financial advisers. In finance, it’s not just about numbers; it’s about people too. This course helps you improve how you talk and connect with clients. We’ll cover things like good communication and understanding others, so you can do your job better and build strong relationships. Join us to learn the skills that make you great at helping people with their finances.

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Customer Reviews

We use Coursecheck to collect feedback from everyone we train, so you can see for yourself what customers say about us.

Charlotte W | 02 July 2024

I found this course so helpful, I have tried to self study a couple of times but things always got in the way and I ended up giving up. The studying over a week was invaluable to me, I got everything done and scored a distinction on both units a couple of weeks later

Elijah R | 02 July 2024

Completed Simply Academy AdviserSkills webinar which was brilliant, well organised and full of useful information.

K W | 02 July 2024

Great course with a lot of information covered which I found really useful.

Financial Services Apprenticeships

Financial Services Apprenticeships are work-based learning programmes designed around the needs of employers. They lead to nationally recognised qualifications and are available to anyone already working within the sector.

Financial Services Administrator Apprenticeship – Level 3

The FS Administrator Apprenticeship is a gateway to a career in finance administration. Tailored for those starting out, it provides hands-on training in financial principles, regulatory compliance, and customer service. This programme ensures apprentices develop crucial administrative skills for a successful future in the financial services sector.

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Insurance Practitioner Apprenticeship – Level 3

The Insurance Practitioner Apprenticeship is a targeted programme designed to kickstart a rewarding career in the insurance industry. Geared towards beginners, this apprenticeship offers a blend of practical experience and focused learning, covering key aspects such as risk management, policy administration, and customer relations.

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Smiling woman in conversation with an older gentleman wearing a suit.

Mortgage Adviser Apprenticeship – Level 3

Specialising in mortgage advisory services, the Mortgage Adviser Apprenticeship is an ideal starting point for those looking to embark on a fulfilling career in the financial industry. Tailored to beginners, this apprenticeship programme combines practical mortgage adviser training with obtaining the industry recognised CeMAP qualification. This apprenticeship offers a direct pathway for individuals eager to become proficient and successful mortgage advisers.

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Financial Adviser Apprenticeship – Level 4

The Financial Adviser Apprenticeship is a comprehensive programme designed for individuals aspiring to build a rewarding career in financial advice. These financial training courses provide a blend of practical and targeted learning equipping individuals with the skills and knowledge necessary to excel as a competent and ethical financial adviser.

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Over 25,000 people have studied with us.



Our training consultants are amongst the most knowledgeable in the industry.



We are government backed and approved by professional institutions.

Simply Academy is accredited as a trusted partner by The London Institute of Banking & Finance
Simply Academy is trusted by the Education & Skills Funding Agency
Simply Academy awarded the Highest Rated Courses Brilliance Award 2019 from CourseCheck
Simply Academy is FSQS (Financial Services Qualification System) registered

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