Company Profile

The Patterson Group are training specialists dedicated to providing quality skills, management training and exam preparation support for the Financial Services Industry.

The founder - Ian Patterson - is well known within the industry.

He is a qualified trainer, Chartered Insurance Practitioner and author. He personally manages all projects and, by working in conjunction with proven specialists, he is able to provide all clients with the personal attention and innovative solutions of a subject matter expert and the resources of a larger firm.

Founded over 17 years ago, The Patterson Group have probably assessed the skills of more IFAs than any other firm. We have trained literally thousands of managers and have worked with more than 80 prestigious organisations covering areas such as:

T&C Design/Audits

Adviser Skills

Multi-Selling and Relationship Building

Training and Supervision

Enhancing Advice Skills - eg: Fact Finding

 Executive Development

Induction Training

Preparation for Diploma and Advanced Diploma Exams

Sales Process Mapping/ Competency frameworks

Overseer Training

Supervisor Training / re-licensing

Executive Coaching

Leadership Training

Profile on Ian Patterson

Ian Patterson is widely known within the Financial Services Industry.

He is in his 30th year within the industry during which time he has worked in IFA and direct sales, broker sales and sales training. He was formerly responsible for T&C, sales and management training for a major life office.

Ian believes in doing things properly. He is a Chartered Insurance Practitioner, a qualified trainer and assessor and was in the first cohort to achieve the prestigious part-Masters Advanced Coaching Certificate offered by the Chartered Institute of Personnel and Development. Ian's career has always been in sales and he is a past Chairman of the Sales Training Association. In June 2008, Ian achieved recognition for his training by being awarded the prestigious CII trainer accreditation at advanced technical level in financial services.


He is an examiner and is author of five books or publications, including:

      The CII's study text - AF6 - Senior Management and Supervision

The CII's study text on Long Term Care Insurance (CF8)

The CII's study text - JO7 - Supervision in a Regulated Environment

Audio Programmes:

A sister business, Patterson Audio, is the leading provider of audio material to the Financial Services Industry.

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What's New

Supervisor Accreditation Public Course November 2014

Brand New – free exam guides for AF1, AF2, AF3, AF4, AF5 and AF6 – Click here to register

AF1, 2, 3, 4, 5 and 6 training available in house for 5 or more people - Click here

AF6 - Senior Management and supervision subject - Click here

Latest Press Article. View here

J10, J11 & J12 courses - Click here

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