Beyond the Balance SheetBeyond the Balance Sheet

The next generation – graduates

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In our final episode we chat with two graduates about their advisory training, the path that led them to financial planning and the surprising things they’ve learnt along the way. We hear how the Quilter Financial Advisor School helped them and chat to the head of training, who explains the school’s ethos and goals. If you’ve ever thought about being a financial planner this is the episode for you, full of insight into training and qualification, as well as the surprising traits that some of the most successful advisers possess.

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Beyond the Balance Sheet

Beyond the balance sheet lifts the lid on the world of financial advice, removing the typical stereo 
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