Schedule

Events

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

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 Asset Finance

Get to grips with the essentials of asset finance in this beginner-friendly course, giving you a solid foundation in products, roles and regulations.

1 Day

Introduction to Commercial Finance

This beginner-friendly course explores why businesses need finance, the main types of financial products, how brokers help secure funding, and the basics of industry regulation.

1 Day

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

Leading 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

Marketing

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

1.5 Days

Product Knowledge - Asset

Build your core knowledge of the three main asset finance products and how to explain their pros and cons to customers.

3 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

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

Online Finance Courses
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