With a training system to ensure you’re up to date with your CPD and partner workshops, staying on top of your training is easy.
Key services
Structured CPD programme
Technical updates & workshops
One-to-one tailored guidance
Business growth & advice support
Structured Learning for Confidence and Growth
Staying sharp in a fast-moving profession means more than ticking CPD boxes. Our programme is designed to keep your knowledge fresh, your confidence high, and your business skills growing alongside your technical expertise. For advisers starting out on their own, it provides the reassurance of practical learning that builds not just competence, but the confidence to run a business effectively. It also means staying up to date and with a full CPD record isn’t a worry.
Practical Support to Stay Ahead
Regular updates, workshops, and access to experienced technical specialists — including our partnership with Threesixty — keep you ahead of regulatory and market change. For those already running small teams, it’s proof that a network invests in their success, not just oversight. And for advisers scaling up, the programme supports growth ambitions by providing guidance that adapts as their firm expands.
Tailored Guidance When You Need It
When you need something more tailored, one-to-one sessions and ad hoc guidance are on hand to address specific challenges or opportunities. The result is a balanced mix of ongoing learning, technical expertise, and forward-looking development designed to fit around the real demands of modern advisers.
