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Brand New – free exam guides for AF1, AF2, AF3, AF4, AF5 and AF6 – Click here to register
Executive Development Programmes - Click here
AF1, 2, 3, 4, 5 and 6 training available in house for
5 or more people - Click here
Brand New 'public' supervisor courses with Ian Patterson - Click here
AF6 - Senior Management and supervision subject - Click here
Latest Press Article. View here
J10 & J11 courses - Click here
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Featured Services
Our audio material cover all the CII's R0 Diploma exams and most J0 and AF Exams.
These are a highly popular and effective means of revision. The material is current for the 2012/2013 tax year.
MP3 downloads are available through this website (audio CDs no longer available)
T & C Supervision
Regulatory supervision is 1/3rd prove it; 2/3rds how can we do it better. The FSA places great emphasis on supervision. Businesses should recognise the importance of achieving results through other people.
Many people in financial services spend too much time working in the business, not working on it. Click here for courses and assessment tools to see how people management skills (and your business) can be developed.
This course is designed to develop the skills of advisers in building rapport, cross-selling, developing questioning skills and positioning your advice offering.
In our experience, most firms T&C arrangements still bear an unhealthy resemblance to those suggested by the PIA. How well does your T&C support your business? Ever wondered what leading edge T&C looks like?
Click here for details of our small firms T&C check