148 Educators providing Financial Planning courses

cox training

Sue has worked in the financial services sector for the past 33 years and is highly respected. For the past 25 years she has been one of the lead tutors for the CII delivering their public workshops. From January 2018 the CII decided they were no longer going to offer public workshops.

tedco business support

Meet Team TEDCO! You’ll find they each have their own business experience; they’ve learned what works (and what doesn’t!) and that knowledge is shared most generously with those who want to start or grow their business.

brand financial training

Prepare to passWe’ve been around since 2008 providing CII exam candidates with immediately accessible, quality learning resources. We have over 40,000 financial services professionals using our exam resources and those numbers keep on growing!

practical financial exams

About Us Practical Financial Exams is a financial planning qualification and training provider. Our flagship SCQF Level 9 Practical Investment Planning qualification assesses the soft and practical skills involved in client interactions and in the synthesis of professional investment advice. This is in contrast to traditional financial planning qualifications, which focus on theoretical and technical concepts. Further qualifications are planned for release in 2022. In addition to our qualifications, we shortly be providing practical Private Training Days and Webinars on a range of financial planning subjects including pension transfers, soft & practical skills, Microsoft Excel (within a financial planning context), and trust registration. We've been featured in several prominent publications including FT Adviser, Professional Adviser, Professional Paraplanner, Financial Planning Today, and on the Financial Planner Life Podcast.

aag financial education

arch inspire ltd

As a Coach and Consultant, I embrace and enjoy the opportunity and challenge facing many businesses - managing change through people centred solutions. I have benefitted professionally and personally from working with both a brilliant coach and two fantastic mentors over many years now and have seen and experienced first-hand the results and changes that can be achieved. In a nut-shell, I inspire people to lead (which encompasses: leading self, leading teams and leading businesses).

amour business coaching

MINDSET  & STRATEGY BUSINESS COACHING TRANSFORMATIONAL BUSINESS COACHING FOR SMALL BUSINESSES ACHIEVE SUCCESS WITH THE HELP OF AN EXPERIENCED BUSINESS COACH. UNLOCK YOUR POTENTIAL, GROW YOUR CONFIDENCE AND TAKE CHARGE OF YOUR FUTURE.  It doesn't matter how successful we are, we all have our own 'stuff' that can hold us back from going after what we really love! ✋ You've probably done a lot of personal development and work on eliminating/removing your limiting beliefs and it's helped but you're still not where you know you want to be (and you still have those niggles that, at times, hold you back) ✋ You know your business is meant for more but arrghh why is it not going to plan? ✋ You look at other business owners and they make it look so easy (running multiple companies, family time, multiple holidays and you're running close to exhausted, no personal time and working holidays just running one company!) and you want to start learning the secrets that they use. YOU'VE HAD A CHALLENGING FEW YEARS AND YOU'RE READY TO CHANGE THAT...

novia financial

Novia is based in Bath and was created in 2008 by a management team with decades of experience working in investments, and more precisely in Investment Platforms. Having all originally worked at platforms that were subsidiaries of asset management groups, their vision was to create an investment platform that put the customer at the heart of everything they do. Dedicated to delivering a leading wealth management service are our highly experienced Board, Executive Team and Sales Team. Novia's board is chaired by Mark Winlow, an experienced Independent Non-Executive Director in the financial services sector whose other roles include Ageas and Starling Bank. Our board also includes: Peter Cartwright (non-exec) - partner and Head of Private Equity at AnaCap, who brings extensive experience across the financial services sector, where he has operated throughout his career in an executive and non-executive capacity. Robert Massey (non-exec) - a managing director at AnaCap focusing on business services. He joined AnaCap from Oliver Wyman, where he was a Principal in the Financial Services practice. Ken Fry (independent non-exec) – brings considerable experience in financial services technology having been the CTO and latterly COO of Aberdeen Investment Management. Jane Dale (independent non-exec) – an experienced former finance director for several financial services business and currently a non-executive director for a range of financial service providers. Jane is chair of the Novia Audit & Risk Committee.

colce.co.uk

We provide students with two kinds of courses: vocational and academic. We are listed in the Government Register of Verified Learning Providers in the UK (Reference Number: 10089366) UK diplomas are well-known all over the world and therefore accepted internationally. You can start anytime and finish anytime as well. Get one of our diplomas and you are much closer to your dream job than you think. Not only employers will recognise your achievements but everybody will do. You can either become a specialist or generalist. You will be in a good position to be promoted respectfully work in a demanding and well-paid job.

nextgen planners

We do things differently here ✨ Our vision is to empower the financial planning community to turbo-charge world class, inclusive, innovative and collaborative people and businesses 🚀 We do this by unearthing and untangling the biggest challenges in financial planning that prevent people and businesses from being world class. Our values are: - Quality Education 🧑‍🎓: Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all financial planners. - Industry, Innovation and Infrastructure💡: Build resilient infrastructure, promote inclusive and sustainable systemisation and foster innovation in financial planning. - Reduced Inequalities 🤝: Reduce inequalities within and among the financial planning profession and actively strive for diversity and inclusion. To achieve our mission, we help financial planners with the following: 👍 The Community: A thriving, engaged community of financial service heroes that help each other grow and develop every day, alongside tons of valuable content and resources. 🎓 The NextGen Planners Training Contract®: Our award-winning training and development program helping financial planning business owners to grow and develop their team members through exam support and more. 🚀 Blast Off: An accelerator program that helps financial planners grow and develop their own businesses and become successful entrepreneurs. 🙌 Future Leaders: A coaching program that builds future leaders in financial planning businesses and empowers them with the tools they need to lead. ⚡️ Advice Stack: Our innovative growth platform which helps financial planning business owners to grow and scale their businesses. Our profession can't wait for change. We empower financial planners to be the change 🔥