Courses

Our Courses.

The Art of… Financial Administration

The Art of… Financial Administration

Role: Financial Administrator • Qualification: CII Award in Financial AdministrationDuration: 9 months

The role of the administrator in a financial services firm is a fundamentally key one; it drives the quality and efficiency of the paraplanning function, as well as the experience the client receives and requires a broad range of knowledge and outstanding attention to detail. We think financial administrators are often the unsung heroes in advice firms, so we’re here to help grow and develop a whole army of them.

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The Art of… Compliance

The Art of… Compliance

Role: Compliance Professional • Qualification: Level 4Duration: 20 months

Compliance. In financial services. You could be forgiven for thinking that it doesn’t sound like the most thrilling career in the world. But you just might be surprised. Click here to read a case study from Hannah who works in compliance.

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The Art of… Paraplanning

The Art of… Paraplanning

Role: Paraplanner • Qualification: Level 4Duration: 20 months

If you’re not sure what a paraplanner is, why not read all about the role hereIf you know what it is, and know you want to be one, read on!

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