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Training, Development and Coaching

Great advice starts with a great team. To deliver the outcomes your clients expect, your people need more than qualifications. They need practical knowledge, confidence and the ability to apply it in the real world.

Our training is designed to make that happen.

We work with you to create learning experiences that are relevant, interactive and focused on improving performance. From technical skills to compliance and sustainability, we help your team stay informed, capable and ready to deliver exceptional client outcomes.

Behavioural Finance and Sustainability Courses!

Do you want to improve your understanding of how people make investment decisions, or the ins and outs of sustainable investing? 

Join us on one of our training courses and earn relevant CPD to help you in your role.

Find out more here!

Pricing

These costs refer to our corporate training for financial planning and investment management firms.

For more information on the costs of our specialist behavioural and sustainable finance courses, please see the Courses section of the website.

  • Short Training Sessions

    £600
    subject

    The cost of our 1.5 hour high-level in-person training sessions is dependent on what you are looking for, how many people we are training and the level of personalisation you require.

    The minimum cost is £500 as this covers the delivery time and preparation. This price applies to the following subjects.

    Regularly delviered training:
    - Suitability Report Writing
    - Sustainable Financial Planning (Basic)
    - Behavioural Finance (Basic)
    - Financial Crime Prevention
    - Regulatory Change
    - Integrating AI Ethically

    For subjects outwith our normal subject range we may have to charge extra for preparation time.

    Please note the cost does NOT include travel and acomodation where necessary. This will be billed accordingly.

  • Half Day Training Sessions

    £850 
    subject

    The cost of our 3 hour slightly more in depth training sessions is fixed and the subject matter is limited to those subjects where we believe we can add the most value.

    The cost reflects the depth of preparation required and the time for delivery. This price applies to the following core subjects.

    Core subjects:
    - Suitability Report Writing Masterclass
    - Sustainable Investing
    - Behavioural Finance 

    The Sustainable Investing and Behavioural Finance 3 hour sessions are still quite high level but are suitable for teams who are considering sending key team members on the more in-depth 1 and 2 day courses.

    Other subjects may be available in this format on a bespoke basis at your request and have previously included:
    - Senior Managers Regime Preparedness
    - Supervision in a Regulated Environment

    Please note the cost does NOT include travel and acomodation where necessary. This will be billed accordingly.

  • Webinars

    £600
    subject

    We regularly deliver webinars on a wide range of subjects, in line with our Short Training Sessions.

    If you would like delivery of any of our Short Training Sessions in an online only format for your organisation, this is provided at a reduced cost to recognise the reduction in travel time and setup.

    Please note that if you require the same session to be delivered multiple times for team members across multiple offices, the price will be adjusted accordingly.


  • Individual Training

    £300
    1.5 hour session

    Engage with Alan on a 1-2-1 training session on any subject.

  • Individual Coaching

    £300
    1.5 hour session

    Engage with Alan on a 1-2-1 coaching session on any subject.

  • Coaching / Training (Block Booking)

    £1000
    4 x 1.5 hour sessions

    Engage with Alan on a planned series of 1-2-1 coaching or training sessions on any subject.