Research and Technical Authorship
We know financial planning, it is the core of what we do. Whether you would like help to make the market more manageable, or you need support for a particularly complex case, we are here to help you navigate the market. Our purpose is to support your delivery of the outcomes your clients are looking for.
Research
With experience of research in the academic and non-academic world, we can provide bespoke research and literature reviews across a wide range of subjects.
Owing to the detailed nature of this type of work and the number of hours required, we are rarely able to take on more than one or two major research projects each year.
If you would like to get on our waiting list, please get in touch.
Technical Authorship
As specialists in the compliance and ethical aspects of financial planning, as well as sustainable and behavioural finance, we are available to provide technical authorship on a wide range of subjects. Existing projects include:
- Regulatory textbooks on compliance and ethics.
- Regulatory training question banks
- Sustainable finance training materials
Technical Support
Sometimes you might encounter a problem or a situation you are not familiar with, we can help you find out what you need to know in order to help your clients achieve the outcomes they seek.
Courses
We run regular training courses, both in-person and online on both sustainable and behavioural finance.
Contact us for more information!
