The Art of Financial Administration

The Art of Financial Administration

This course is designed to deliver knowledge of, and practical training in, the role of the administrator in a financial services firm – a fundamentally key one, driving the quality and efficiency of all other functions, as well as the experience the client receives. 

This course is designed to provide learners with wider knowledge of the administrator role, and why it requires a broad range of knowledge and outstanding attention to detail.  It also delivers practical training, giving you skills to implement immediately.

The course is aimed at someone with little or no financial services experience, with modules broken down into bitesize chunks making content manageable. The course is delivered via 4 modules, you can read more about each of them on the ‘topics’ tab.

What you’ll learn
  • The new business, underwriting and application processes
  • About the data gathering process for all product types
  • How to create a review pack, valuation, and update a client’s records
  • The fundamentals of defined benefit schemes
  • How to undertake data gathering on a scheme
This course includes
  • Access to 16 hours online content
  • Networking opportunities with the learning community
  • Support from a course tutor
  • Technical assistance
  • End of course assessment
This programme comprises of 4 modules. They are:
  • The Advice Journey
  • New Business
  • Existing Business
  • Annual Reviews

Plus an optional additional module:

  • Defined Benefits
This programme is suitable for anyone looking to develop the solid foundation of knowledge needed to be a successful administrator within a financial firm.

It would be the perfect introduction to financial services for someone who has little, or no, previous experience.

It is also a foundation for any individual regardless of their future career aspirations; whether remaining in an administration role, developing to paraplanning, or potentially moving to advising, the principles in this course provide a base level of knowledge suitable for all financial services professionals.

The cost for this programme is dependant on whether you require the ‘Defined Benefits’ module.

Option 1 – without Defined Benefits module is £800 + VAT

Option 2 – with Defined Benefits module is £1,000 + VAT



Completion requirements

The whole course requires completing, along with the end of course assessment. This has a minimum pass mark of 65% to be achieved in order to successfully pass the course.

Upon completion of this course, you will be recognised as having attained the Art of Financial Administration training course, from The Art of Finance.


In addition, all of our content has been CPD Certified, meaning that all your time and investment is nationally recognised. Upon completion of your course, you’ll be sent your Art of Finance kitemark and CPD certificate to acknowledge your successful skills training and evidence for your firm’s compliance.

£800 + VAT (exc. Defined Benefits)
£1,000 + VAT (inc. Defined Benefits)


16 / 20 hours

1 hour per week
Part of the Verve Group

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