We train wealth management professionals, empowering them to deliver exceptional services to clients
Clients we work with
Solutions for Companies...
- White-labelled LMS with over 350 training courses
- Online CII/CISI exam support training by exceptional trainers with Chartered Fellow status
- Soft skills and behavioural training
- CPD/compliance courses monitoring
Solutions for Individuals...
- Digital self-study courses for CII/CISI exams
- Pass first time with market leading e-learning provider
CPD recording & reporting solution for the wealth management industry
AdvanceCPD is an intuitive CPD recording and reporting tool that allows individual users and companies to track and report on SPS renewal dates, Core CPD, Pension Transfer Specialist, IDD, and Mortgages. It’s an all-in-one CPD recording and reporting solution.