Regular Targeted Learning with Community Support
Latest News
Regular updates on technical, legislation, compliance, industry news and other interesting articles.
Knowledge Series
Deep dive into technical aspects of advice with detailed case-studies catered for different skills and interests.
Interactive Workshops
Interactive workshops and discussions to help broaden knowledge as well as share best practice among members.
Member Chat & Support
Member chat and support to help answer any queries regarding their role, learnings or knowledge.
Quick Bites
Reference Room
Micro learnings that members can watch on the go, with useful facts and fundamental concepts.
Find content, templates and tools to help you with your day-to-day role.
Live & On Demand Sessions
Join interactive sessions twice a month or catch up at your own pace.
Engaged and Helpful Community
Connect with like-minded professionals to share insights and best practices.
What you get
Expert-Led Training
Learn from seasoned professionals who understand the real-world challenges of financial advice.
Practical Learning
Focus on actionable skills, from breaking down SOAs, to deep diving into strategy development, to mastering compliance and efficiency.
Paraplanners
Administrators
Who Should Join?
Client Service
PY Advisers
Offshore Staff
Join using our Dedicated Online Platform
> Stay Competitive
Keep up with industry changes
> Advance your Career
Get the practical skills you need to grow
> Build your Network
Engage with peers, mentors and industry experts
>Work Smarter
Learn best practices to improve efficiency and grow your business
