Explore personal finance and financial advice through quizzes, activities and interactive live webinars with industry professionals. Learn about financial planning, mortgage and retirement advice, paraplanning, and the skills and qualifications roles require. Work at your own pace online and earn a certificate of completion.
This virtual work experience programme introduces you to careers in personal finance and financial advice. It is designed to help you understand what the sector involves, the kinds of roles available, and the skills needed to succeed.
You will explore how financial services work and how professionals support people with budgeting, planning and long-term financial decisions.
Across the programme, you will take part in quizzes, activities and interactive live webinars with industry professionals. The modules cover an introduction to personal finance, financial planning, paraplanning, mortgage advice, retirement advice and employability skills.
You will learn about the responsibilities of different roles, the pathways into them and the qualifications that can help you progress.
The experience is self-paced and online, so you can work through the content at your own convenience within the programme window. It is a good fit for students who want to explore whether a future in finance could be right for them while building useful skills and gaining a certificate of completion at the end.
Certificate of completion
16 April 2026 – 17 April 2027
On Demand
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