Why Choose LIA?

The course has provided enormous value both for me personally and for our firm. It provided the framework for us to restructure our entire service proposition, which has proven very popular with our clients. The course has given us the confidence to press on with developing as a holistic financial planning practice. We can credit the CFP® course with future proofing our offering and long-term value for our clients.

Mark Hedderman

CEO, Hedderman Financial Solutions

I was absolutely delighted to have passed my QFA exams in 2020 and my PTP exam in 2021. The learning outcomes are very industry focused and the knowledge I have gained has been very relevant to my role and given me a confidence boost. I found LIA’s learning resources very accessible. There are multiple pre-recorded lectures and exam papers available. The study guide is also a great tool. LIA provided a lot of support and even with remote learning they held a virtual lecture where we were given the opportunity to ask any questions we had.

Emma Hobson

Zurich Life Assurance plc

Having recently completed the RPA qualification I now have a greater and more in depth understanding of the ever changing industry. I now feel I have the knowledge to progress even further. The LIA resources were really helpful in helping me pass exams. I still refer to them in my daily work life!

James Canavan

Willis Towers Watson

During the first two years as part of my course, I had the opportunity to study and sit my QFA exams through the LIA and can proudly say I received my QFA designation in September 2020. As the Apprenticeship Scheme involves working in the office four days a week and having lectures online one day a week, completing the QFA exams while working in the office was of a huge benefit to me. I believe it helped me progress within my career at Life Goals as I was able to put the academic element of studying for the QFA into practice while working in the financial services industry. The support we received from our QFA lectures and the academic resources available to us on the LIA website exceeded all expectations.

Alanna Havill

Life Goals Financial Services

Going through the course process with LIA and becoming qualified in the key areas of my business has given me a huge confidence boost when dealing with clients on the phone and in person. As my confidence and knowledge has grown, there has been a clear development in all aspects of my day-to-day job.

Donna Levins

OMAC Life

The Pensions Authority very much welcomes LIA’s Pension Trustee Course. This initiative will allow current and future trustees to improve their understanding and knowledge of pensions and so better help their scheme members. We wish LIA and the participants every success.