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Crafting Tomorrow's leaders of financial planning.

A 12-month programme providing everything required to prepare financial planners, paraplanners and administrators for leadership roles within their businesses. 

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Choosing the right people to lead your financial planning business can be difficult and time-consuming.

We know...

that you want to make sure that the talented people in your organisation can develop and realise their potential.

We get that...

you have worked hard to build your financial planning business and you would like to ensure that growth is continued by people who know how to lead properly

To do this you need...

your candidates to understand what true leadership means and how to manage a team of people effectively, but you don't have the time.

That's why...

we craft a development plan for your future leaders, backed by theory, so that you can be confident that they know how to lead effectively.

What this gives you:

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Increased confidence from business owners and operations managers in their team members


More time to grow your business and work with your clients.

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A robust plan that future-proofs your financial planning business

What's included:


Monthly 1:1 Coaching Sessions


Course delivered by a Chartered Fellow of the Chartered Management Institute

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Fully interactive remote learning


Assessment through submission of final project


An exclusive community of peers who are also future leaders

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Regular video and written content

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Available 24/7 on our intuitive platform and app.

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The areas covered:


Module 1

Creating a Common Sense of Purpose



£90 p/month


(total cost £1,080+VAT)


£190 p/month


(total cost £2,280+VAT)

Delegates have the option to pay an additional £190+VAT to enter the CII J07 exam during the programme. Support for the J07 syllabus is included within the course.

Schedule a call:

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Book in a quick call with our Head of Content, Adam Owen.

Find out more about our process and the programme and get any questions answered.

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