Asset Finance Pathway
A structured learning pathway that builds finance knowledge, compliance skills, and client expertise to help learners confidently support businesses and succeed in commercial and asset finance.
Business Development Pathway
A practical pathway that develops communication, negotiation, and marketing skills to help finance professionals build trust, influence outcomes, and drive measurable business growth.
Business Skills
Build the confidence to present clearly and effectively by developing your communication style, structuring your message, and practising in a supportive group setting.
Conduct and Compliance
Learn the full scope of a broker’s compliance duties, from FCA rules to GDPR, and how to meet them with confidence and care.
Credit Skills (Core)
Learn how to prepare strong, well-structured finance proposals using both financial and non-financial information in this hands-on 2-day course.
Credit Skills Intermediate
Deepen your credit assessment skills by analysing financial and non-financial data to better understand a business’s position and risk profile.
Credit Skills Pathway
A practical training pathway that builds credit, analysis, and forecasting skills to help finance professionals create funder-ready proposals and support confident, strategic lending decisions.
Introduction to Asset Finance & Product Knowledge
Build a strong foundation in asset finance with this three-day course, designed to boost your confidence in understanding the industry, its core products, and how to guide customers toward the right financial solutions.
Introduction to Commercial Finance & Product Knowledge
This course offers a comprehensive introduction to commercial finance, combining foundational industry knowledge with practical product insight.
Introduction to Finance Brokers
Explore the role of a finance broker and learn how they operate, support customers and choose funders in this practical, insight-driven module.
