Professional Development

We are experienced in the design and delivery of applied professional development programmes.


We are experienced in the design and delivery of any one or combination of the following:

1. Careful assessment of the development need for

  • entire groups
  • specialist groups
  • individuals

with particular emphasis on the support of the delivery of an advice-based service proposition.

2. Development of content for specialist learning programmes delivered

  • remotely (distance learning)


  • face to face

3. Bespoke CPD programmes.

4. Constant update/communication generators - constant professionalisation for financial planners.

5. Chronologically driven activity modules e.g. pre tax year end, pre/post-Budget, corporate year end, self assessment dates etc.

6. Modules designed to match your business plans founded on (where appropriate) your products/business activity calendar.

7. Multiple choice testing systems, single answer or case study

8. Face to face special "application" workshops.

Our professional development programmes can be business focused to support better client and vulnerable client outcomes.

Professional Development

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