Training and Events

Our excellent training package will take care of all of your CPD requirements

We’ll provide extensive training to keep on top of your continued professional development goals and ongoing regulatory obligations. Training is conducted in the form of one-to-one, group and online sessions. The activity available specifically targets technical, product and service awareness, as well as more strategic updates on the wider market and business opportunities.

Our Events Calendar

We hold regular training events throughout the year, both face to face across the UK and online via webinars covering a wide range of areas such as mortgage, protection, private healthcare and later life lending workshops, sales skills training courses, technology masterclasses and national roadshows to take care of all your CPD requirements.

Monthly Compliance Bulletin

You will receive regular compliance bulletins from us with a summary of all the important industry and company updates. These bulletins include CPD reading and testing to help you keep on top of your ongoing development.

Our Member Website

We update our adviser website each month with new training and tests to deal with all of your CPD requirements. We work hard to ensure our training is topical and relevant and our software will automatically produce your CPD certificate.

Weekly Product Updates

Bombarded by emails from providers and lenders? Each week we’ll send you a round-up of all the important updates from our partners that week to keep you in the loop and your inbox manageable.