Training and Development
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 Sustainable Investing or how people make investment decisions? Join us on one of our 1 or 2 day training courses and earn relevant CPD to help you in your role.
Find out more here!
Why Training Matters
Effective training is not just about meeting regulatory requirements. It is about equipping your team with the skills and insight to deliver advice that is ethical, sustainable and client focused.
We believe training should be practical, engaging and tailored to your business needs.
What We Offer
We provide training across a wide range of topics grouped into three key areas:
Compliance and Regulation
- Applied Ethics
- FCA Conduct Rules
- Anti-Money Laundering and Financial Crime Prevention
- Market Abuse Awareness
- Regulatory Changes
Sustainable and Responsible Investing
- Sustainable Finance Concepts including SDR and ESG
- Social and Ethical Investment Approaches
- Greenwashing Awareness
Technical and Professional Skills
- Behavioural Finance Concepts
- Financial Planning Theory
- Writing Better Suitability Reports
- Supervision Training
If the training you need is not listed here, please contact us. If we can help, we will.
Making CPD Work for You
Continual Professional Development should be meaningful, not repetitive. Every financial planner must complete at least 35 hours of CPD each year, but how much of that time is truly valuable?
How often do you find yourself listening to the same voices repeating the same ideas? Are you really learning anything new?
We help you identify the right training needs so your CPD supports real growth and better outcomes for clients.Our goal is simple: to make CPD relevant and effective for you and your team.
Training Service Details
Online or In Person?
We are happy delivering training online, in person or in a hybrid approach. Where necessary we wil travel anywhere in the UK and Northern Ireland to deliver training if an in-person session is required.
Many of our clients now opt for a hybrid approach, meaning that some sessions will be delivered online and some in-person.
As our service is bespoke we will agree with you how you want us to deliver the training you need.Competency Assessment
We have developed a comprehensive approach to competency assessment for new advisers which we can tailor to your firm.
This involves digitally recording face to face case study meetings, suitability report reviews and comprehensive feedback to improve development.Training Portal
We are working with Leslie Learning to bring clients of Unburdened Solutions a training portal for on-demand training videos on core subjects such as the FCA Conduct Rules, Anti Money-Laundering and Market Abuse which we aim to launch in 2025.
Specialist Training Courses
The Future of Financial Advice belongs to those who understand the human mind and sustainability, as well as the markets.
Our specialist bheavioural finance training helps financial planners and asset management business development managers master behavioural biases, the unseen forces shaping decisions.
Learn to anticipate client behaviour, deliver sharper advice, and gain a competitive edge in a market where psychology matters as much as performance.
Our specialist sustainable finance training helps financial planners and asset management business development managers master the principles of sustainability, a dominant the force in reshaping investment decisions and client expectations.
Learn to integrate sustanable finance factors, anticipate values-driven behaviour, and deliver advice that aligns with both performance and purpose. Gain a competitive edge in a market where sustainability matters as much as returns.
Behavioural Influences in Financial Decision-Making: A Practitioner’s Guide
We have developed a comprehensive 2 day course, specifically for financial planners, on understanding behavioural financial decision making.
This course will equip practitioners with tools to identify and manage behavioural biases in clients and themselves
The course covers:
- The role of reference points and reference dependence in financial and non-financial decision-making.
- Behavioural biases such as loss aversion, framing effects, and mental accounting.
- How to apply these concepts to real-world contexts.
For more information or to book your place, contact us today!
Sustainable Behaviour: Influences in Financial Decision-Making For Asset Management
We have developed a comprehensive 1 day course, specifically for Business Development Consultants of Asset Managers, on understanding sustainable behaviour in financial decision making.
This course will equip practitioners with tools to help understand how financial planners use their products with clients and how to make the most of opportunities.
The course covers:
- The role of non-financial reference points and reference dependence decision-making.
- Behavioural nudging, framing effects, and mental accounting.
- How to apply these concepts to real-world contexts.
For more information or to book your place, contact us today!Sustainable Finance 101
We’ve developed a comprehensive one-day programme for anyone who wants to deepen their understanding of sustainability and its role in financial advice.
Drawing on our experience designing courses at MSc level, this course equips practitioners and business development teams with practical knowledge of values-based and sustainable investing, and how these concepts fit into the wider financial planning landscape.- Foundations of sustainability: Key principles, investment approaches, and regulatory frameworks.
- Investor behaviour and motivation: Understanding what drives sustainable choices.
- Real-world application: How to integrate these concepts into your advice and business strategy.
For more information or to book your place, contact us today!
