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We have lots to offer small and medium-sized financial planning businesses as well as individuals who want to gain the Certified Financial Planner designation in the UK.

For businesses: We offer a comprehensive training and development pathway based on international research and covering 12 different development areas and we use the CFP structure to help you build more robust business processes of your own.

For individuals: We offer Certified Financial PlannerTM case study assessment 1:2:1 coaching to challenge and develop the paraplanners and financial planners of the future.

Want to know more?  Watch the video and get in touch.