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Upcoming Courses

Explore our upcoming courses or scroll down for the full catalogue.

Upcoming Courses

Explore our upcoming courses or scroll down for the full catalogue.

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All Courses

Find the right course for you. No dates available? Join the waiting list or book a closed course for your organisation only.

All Courses

Find the right course for you. No dates available? Join the waiting list or book a closed course for your organisation only.

Featured

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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.

3 Days

From £491.67

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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.

1.5 Days

From £491.67

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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.

2 Days

From £491.67

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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.

3 Days

From £491.67

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Marketing

Explore what really works in your market and build a practical, results-focused marketing plan tailored to your business.

1.5 Days

From £491.67

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Sales Techniques

Master the skills of influencing and negotiating by understanding motivation, adapting your style, and building trust through practical, hands-on learning.

2 Days

From £491.67

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Courses

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Credit Skills Advanced

In this bespoke courses you'll take a deeper dive into business performance by analysing financial drivers, group structures and running ‘what if’ scenarios to build forecasts and cashflows.

Flexible

From £491.67

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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.

2 Days

From £491.67

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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.

1 Day

From £491.67

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Leadership and Management

Gain the core skills to lead with confidence, drive better customer outcomes, and support your team through feedback, coaching, and effective management.

2 Days

From £491.67

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Tailored Learning for Finance Professionals

Open Courses

An open course is scheduled for a specific date and location. Booking a place on an open course allows you to select a date and time from our schedule, subject to availability. These courses offer the added benefit of networking with other brokers or funders, providing broader perspectives and experiences.

Closed Courses

For training multiple staff members, consider our closed courses. We tailor our market-leading content to your business needs, making it ideal for embedding specific knowledge or skills across your team. All our courses can be delivered as either open or closed sessions.

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