Academy Pathway

Course Outline

Description

The Asset Pathway offers a structured learning journey designed to build confidence, competence, and credibility in the worlds of asset finance. Starting with foundational courses, learners gain a clear understanding of the finance industry, the role of brokers, and the regulatory landscape.

As they progress, participants explore a wide range of financial products, develop essential client-facing skills, and learn how to match funding solutions to business needs.

In addition to product knowledge this course also covers credit skills, conduct and compliance and a wide range of business skills, including sales techniques and marketing.

Each stage of the pathway builds progressively to allow for practical application, ensuring learners are fully equipped to support clients and thrive in a competitive marketplace.

Learning Objectives

• Demonstrate foundational understanding of the commercial and asset finance industry, including the role of brokers and relevant regulatory frameworks.
• Identify and evaluate a range of financial products, applying client facing skills to recommend appropriate funding solutions based on business needs.
• Apply core business competencies, including credit assessment, conduct and compliance, sales techniques, and marketing strategies, in real-world scenarios.
• Integrate knowledge and skills across the learning pathway to confidently support clients and operate effectively within a competitive financial marketplace.