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Private Training Days
To complement our qualifications and webinars, we provide a range of premium quality Private Training Days.
What's something exciting your business offers? Say it here. All Training Days run for six hours, and priced at:
£1,199 for delivery face-to-face in your office.
£899 for delivery online via Microsoft Teams.
All Training Days are delivered live and privately, just for you and your firm. We don't run Training Days publicly.
Our Range of Private Training Days
Soft and Practical Skills
Soft skills are the interpersonal, fact-finding, and presentation skills required for financial planners, while practical skills involve suitability report writing, cashflow modelling, and client file construction. Similar but less complex skills are required for protection advice, but with the addition of the "protection gap" to evaluate.
Financial Adviser Soft Skills Workshop
£1,199 F2F £899 Online
Learning Outcomes
By the end of this Training Day, you will be able to:
- Explain how to deliver a professional, compliant telephone pitch meeting.
- Explain how to deliver a professional, compliant fact-find meeting.
- Explain how to deliver a professional, compliant presentation meeting.
- Explain how to effectively manage conversations with vulnerable clients using the TEXAS and IDEA drills.
INCLUDES 1 X COMPLEMENTARY SCQF LEVEL 9 PRACTICAL INVESTMENT PLANNING TEXTBOOK
Financial Adviser Practical Skills Workshop
£1,199 F2F £899 Online
Learning Outcomes
By the end of this Training Day, you will be able to:
- Analyse a client's SMART objectives and financial circumstances in the context of financial planning.
- Explain how to write a compliant, professional suitability report.
- Explain how to implement a financial planning recommendation, including the completion of paperwork.
INCLUDES 1 X COMPLEMENTARY SCQF LEVEL 9 PRACTICAL INVESTMENT PLANNING TEXTBOOK
Protection Sales Training
£1,199 F2F £899 Online
Learning Outcomes
By the end of this Training Day, you will be able to:
- Demonstrate the interpersonal skills involved in protection advice.
- Critically evaluate a client's protection gap and recommend and justify a suitable strategy to fill it.
- Explain the use of state benefits, pensions, employee benefits, and emergency funds within the context of protection planning.
Technical Training
Training Days spanning the full range of investment, personal taxation, and pensions are available, including specialist courses on Microsoft Excel (within a financial planning context) and pension transfers. These courses are perfect for annual team training days, as they combine technical knowledge with practical application.
Investment Technical Workshop
£1,199 F2F £899 Online
Learning Outcomes
By the end of this Training Day, you will be able to:
- Explain to retail clients how the economic environment can impact their investment portfolios.
- Evaluate the use of Modern Portfolio Theory within a financial planning context.
- Explain the features, advantages, and disadvantages of various investment products within the context of a suitability report.
Tax and Trusts Technical Workshop
£1,199 F2F £899 Online
Learning Outcomes
By the end of this Training Day, you will be able to:
- Perform moderately complex Income Tax calculations, including top-slicing.
- Perform moderately complex Inheritance Tax (IHT) calculations, including the RNRB and 14-year rule.
- Evaluate the suitability of trusts within an IHT planning context, including gift, loan, DGT, excluded property, probate, and flexible reversionary.
Pension Switch Technical Workshop
£1,199 F2F £899 Online
Learning Outcomes
By the end of this Training Day, you will be able to:
- Explain the HMRC tax regime for DC pensions relevant to accumulation, decumulation, and death benefits.
- Demonstrate the ability to obtain, record, and evaluate SMART objectives and risk profiles in the context of pension switches.
- Explain the principles underpinning the suitability of pension switch advice.
Microsoft Excel Workshop
£1,199 F2F £899 Online
Learning Outcomes
By the end of this Training Day, you will be able to:
- Produce and present deterministic cashflow models via MS Excel for a range of financial planning scenarios.
- Evaluate the achievability of SMART financial planning objectives and the client’s capacity for loss via MS Excel.
- Evaluate nominal and risk-adjusted returns for client portfolios using MS Excel.
Pension Transfers Technical Workshop
£1,199 F2F £899 Online
Learning Outcomes
By the end of this Training Day, you will be able to:
- Explain the technical theory underpinning CETVs, TVCs, tax-free cash, LTA, and death benefits.
- Demonstrate the ability to obtain, record, and evaluate SMART objectives and risk profiles in the context of pension transfers.
- Explain the principles underpinning suitable pension transfer advice.