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Build your team of financial planning champions.

We help financial planning business owners and operations managers grow their businesses by building training plans for their future stars.

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Your challenges...

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Dealing with an overflowing list of tasks and responsibilities

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The task of training your team without knowing how to

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Looking to grow your business but don't have the time to train new financial planners


Worry that your team of financial planners aren't being trained properly

You deserve a training plan for your team that removes the guesswork, and gives you the time to focus on your business requirements and client needs.

What our solution provides:

Our multi-award-winning programme helps business owners and operations managers build training plans for their team, so that you can be confident that your team are being trained properly and you have the time to focus on the business.


Gain back the time to focus on growing your financial planning business

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Peace of mind knowing that you have a training plan in place


Build a team of expertly-trained financial planning champions

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A happier team who feel supported and know what success looks like

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Have more time to focus on the needs of your clients

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Take on more clients in less time with the help of your financial planners

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Be confident that your team are team are being trained properly

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Provide a more attractive package to future recruits

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What we do:

Create a personalised training and development plan for each of your team members.

Give your team members support and digestible video content to help them pass their exams.

Provide cashflow modelling, communication skills and negotiation skills training.

What we don't do:

Solely provide your team with boring textbooks and exam papers that they won’t read or use.

Give you a ‘one-size fits all’ training plan that doesn’t take your team’s learning styles into consideration.

Supply your team with the content and then run, without holding them accountable.

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What's included:

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Virtual Classroom Sessions and Tutorials

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Peer-to-Peer Support


Videos & Written Content in Challenge format

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Cashflow Modelling Training

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A Personal Development Plan for each candidate

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Skills & Behaviour Classroom Days

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Revision Guides and Sessions

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CII Exam Entry & Study Materials

...and much more!

Available 24/7 on our intuitive platform and app.

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We are endorsed by:

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Our Awards:












Take the How to Build a Financial Planner Scorecard

Answer 15 questions about your Training Programme and get a FREE personalised report with recommendations on how to get the best out of your financial planners of the future.

Download our Prospectus:

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Download our prospectus to find answers to frequently asked questions, more information about the programme and pricing.

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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