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 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.
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.
Compliance and Regulation
- Applied Ethics
- Anti-Money Laundering and Financial Crime Prevention
- Market Abuse Awareness
- Regulatory Change
- Ethical integration of AI services
Technical and Professional Skills- Behavioural Finance
- Writing Better Suitability Reports- Financial Planning Theory- Supervision Training
Sustainable and Responsible Investing
- Sustainable Finance
- Social and Ethical Investment Approaches
- Greenwashing Awareness
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.
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
£600subjectThe 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
£850subjectThe 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
£600subjectWe 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.