Training for compliance, efficiency, and success
We offer tailored training programmes designed to ensure your paraplanning team operates efficiently, effectively, and in line with the highest compliance standards. Whether your team is new to the industry or seasoned professionals seeking to enhance their expertise, our training helps reduce regulatory risks while boosting productivity and performance. Our training includes:
- Compliance best practices - equip your team with the knowledge and tools to navigate complex regulations confidently, ensuring all work remains compliant with current standards.
- Process optimisation - learn how to streamline day-to-day workflows, improve accuracy, and deliver high-quality output more efficiently. We understand that many firms invest in back-office tools such as Intelliflo Office, which come at a substantial cost per licence but are often underutilised. We can help your team unlock the full potential of these tools by providing practical guidance and best practices. By mastering these capabilities, your team can streamline operational processes, reduce inefficiencies, and get the most value out of your investment.
- Technical skills development - training on key industry tools and software, such as FE Analytics, CashCalc, and Selectapension, to maximise your team’s effectiveness and capability.
- Soft skills and communication - Improve client interactions, report writing, and internal collaboration to strengthen your team’s overall performance.
Our training is tailored to the unique needs of your firm, addressing specific challenges and aligning with your business goals. We aim to provide practical, focused, and easy to implement solutions, ensuring your team can quickly apply what they’ve learned to their daily work. With our support, you can build a confident, capable paraplanning team that delivers exceptional results while minimising regulatory risk.
