View all available dates and venues 

To book an assessment date go to LLAA Application form or contact our Accreditation Manager.

The LLAA fee is payable upon booking an assessment date.  This can be paid in one payment or spread over three monthly instalments if paying via direct debit. 

When are you looking to become accredited? 

When booking an assessment date consider the following:

Time frame –make sure that you have:

  • Time to complete the application by the submission deadline
  • Time before your assessment to study the syllabus
  • Time in the 14 days before your assessment to consider the case study and prepare and practise

Qualifications – do you have or are working towards the following?

  • Relevant financial planning, long term care and equity release papers
  • Competent adviser status
  • Current SPS

Assessment preparation

  • An adviser’s knowledge will vary depending on areas of speciality, experience and qualifications. We provide a syllabus; the level of research required will be specific to you. Visit the LLAA Resource Hub for webinars, fact sheets and items on each syllabus area.
  • You are not expected to actively advise on all areas of the syllabus; it is your understanding and ability to explain that matters
  • The time required to complete the accreditation will depend on whether you need to undertake any outstanding qualifications and, more importantly, the level of syllabus preparation required

With these factors in mind, consider booking an achievable assessment date so that you have a structure to work towards.  Please contact the SOLLA team to help plan a timeframe to make your LLAA process as efficient and effective as possible.

Fast track

If you are very experienced and wish to move forward with the assessment in the next three to six months then let’s look at a fast track route to get you accredited as soon as possible. Contact us to discuss how.

Changes to your assessment date - cancellation fees

Once booked, changes to your assessment date are subject to the following:

Reason Timing Conditions
Cancellation More than four weeks prior to the assessment date Full refund
Cancellation Less than four weeks prior to the assessment date No refund. In the case of illness you will be able to transfer your assessment booking to the next available session
Absence from assessment n/a No refund. In the case of illness you will be able to transfer your assessment booking to the next available session
Change of assessment date or venue More than four weeks prior to the assessment date  No charge
Change of assessment date or venue Less than four weeks prior to the assessment date  Charge of £175 will apply

Assessment dates 

View all available dates and venues 

If there are four or more advisers from the same firm undertaking the accreditation, we can look to accommodate assessments in the workplace. Where five advisers or more in the same firm are attending the same assessment date, a discounted rate is available.