Train to advise clients

  • Build on your technical knowledge and further develop your skills for working with clients
  • During a 9 weeks term that provides you with the confidence and knowledge needed to deliver goal-based financial planning to clients
  • Inclusive, flexible digital learning – including box sets and podcasts delivered by industry experts
  • Live virtual training sessions delivered by experts
  • Time allocated to spend in a successful financial advice business, enabling you to turn theoretical knowledge into practical application

Agenda at a Glance

Here is an overview of the programme
  • Week 1
    Welcome Week
    3 Days Face to Face & 2 Days Virtual
  • Week 2
    Virtual
  • Week 3
    Virtual
  • Week 4
    Virtual
  • Week 5
    Virtual
  • Week 6
    Skills Week
    2 Days Virtual & 3 Days Face to Face
  • Week 7
    Virtual
  • Week 8
    Virtual
  • Week 9
    Close Week
    2 Days Virtual & 2 Days Face to Face