Schedule

Events

Pathways

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.

6 Months

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.

3 Days

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.

3 Days

Product Pathway

A structured pathway covering core asset and commercial finance products, building knowledge and confidence to guide clients and match funding solutions to business needs effectively.

3 Days

Featured

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

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

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

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

Introduction to Commercial Finance & Product Knowledge

This course offers a comprehensive introduction to commercial finance, combining foundational industry knowledge with practical product insight.

2 Days

Marketing

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

1.5 Days

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

Courses

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

Introduction to Commercial Finance & Product Knowledge

This course offers a comprehensive introduction to commercial finance, combining foundational industry knowledge with practical product insight.

2 Days

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

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

Product Knowledge - Commercial

Understand key commercial finance products and learn to clearly explain their pros and cons to customers over this 3-day course

3 Days

Online Finance Courses
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