Team Training Built for Purpose

Face to face meetings converting to at-home conference calls have become the new normal, not only helping to maintain your adviser’s relationships with your clients but also saving time on commuting. Allowing more time for personal development, which in the past has often been pushed down the priority list

With our events now being postponed during the ongoing developments with COVID-19, we have pushed our efforts into upgrading our online training and ensuring advisers can continue their personal development from their home. Here’s what we have done to make training more simple for our clients…

Training Modules

Our modules include extensive training on a whole load of relevant topics such as:
• Anti Money Laundering
• Complaints
• Whistleblowing
• Conduct Rules

New Tests

We have launched a brand new Level 4 annual knowledge test as well as an Anti-Bribery and Corruption online test.

Supervisors and Managers are able to oversee and monitor all of their staff’s testing and results via their dashboard, with the option to add risk controls, clients have complete oversight of their team’s personal development.

Webinar Archive

We often host relevant and informative webinars which are all stored in our Knowledge Base – along with hours of unstructured CPD content to keep clients and their team’s busy whilst at home.

We’re also hosting a webinar on Friday 1st May looking at some of the current issues facing advisers and what we think the advice market will look like post-COVID-19.


We’re dedicated to ensuring that our clients are kept up to date with the latest news and happenings. So, the news section of our Knowledge Base is being added to constantly.

Here are some examples that we have recently added: Wellbeing Whilst Working from Home, Guiding Your Clients Through COVID-19 and Culture and Core Values.

Clients can access the updated changes by logging into the system here. If you’re not yet a client, why not sign up to a 90-day free trial? No strings attached.


Team Training Built for Purpose