Specialist training for financial planners, administrators and paraplanners
We’ve designed courses to nurture the next generation of experts and chartered financial planners. Our pathways go beyond standard qualifications to develop essential professional skills. And with a blend of online and in-person learning, they fit around your life and work, too.
eLearning modules
Build up your specialist knowledge with self-serve online courses that lay the foundations.
Homework
Structured assignments help you and your tutor track your progress and embed key skills.
Mock exams
Prepare to qualify or get chartered with plenty of practice papers and advice from our experts.
Regular tutor feedback
Our teachers and trainers are there to offer support and guidance so you stay on track.
Classroom sessions
Get together with your group in person and join virtual sessions.
Behavioural training
Knowledge only takes you so far. We help you shape the skills and aptitudes you really need for success.