Resources for firms - Support

Attracting and recruiting

• Apprenticeships

NTA factsheet - The Importance of apprenticeships to your business

NTA case study - A central approach across a national network

NTA case study - The power of personalised coaching

• Diversity and inclusion

CII guide - Embracing inclusive recruitment

CII guide - Your EDI journey

DE&I audit templateDE&I audit template

• Interview techniques

Antony George guide - 20 common hiring mistakes and how to avoid them

Antony George guide - Interview techniques

• Job adverts

Antony George example - Financial Administrator job advert

Antony George example - Financial Adviser job advert

Antony George example - Paraplanner job advert

Antony George guide - How to make effective job adverts

Example contract - Employed adviser 

Template - contract of employment

Managing and Retaining

Training and Development

Compliance services and CAS sign-off support

NTA guide - Level 4 financial advice qualifications

NTA guide - Understanding the professional bodies

• CISI pathways

CISI qualifications framework

Factsheet - Certificate of paraplanning 

FAQ - Chartered Fellow (Financial Planning)

Factsheet - Investment Advice Diploma

• LIBF pathways

Level 4 Diploma for Financial Advisers