Learning & Development area

In April we finalised our Learning & Development area and the new section of the site went live on 1st May. 

The new Learning & Development area will help Advisers make the most of their businesses and assist them with their professional development.

The new section is made up of five areas:

This page brings the community the latest L&D news from our partners along with highlighting the latest guides and downloads.

This page contains a wealth of Sales & Marketing related guides, tools and content to assist with the growing of advisers’ businesses.

Here advisers can get assistance in running their business from new technology that will help with their clients, to HR related guides and numerous business management articles.

Our new Learning area includes a huge range of tools & resources that focus on advisers achieving their CPD and provides exam assistance. 

This page includes technical information which will help develop adviser product knowledge.

So take some time today to visit the area and go back regularly as new information is added on a daily basis so we are sure you will find it a really useful resource.

New Guides

In association with the launch of the new L&D area, we have launched two new complimentary guides and updated three others that were produced a number of years ago. The new guides include

We have produced this guide to take advisers through the recruitment process from start to finish.  It will assist with determining business needs, salaries, recruitment advertising and the interview process to ensure advisers employ the right person for the job.

To aid adviser client acquisition we have created a complimentary guide to marketing for Small and Medium Adviser Firms. In this guide we examine the various elements of marketing, allowing users to dip in and out as needed.

CPD Library

Thank you to all our partners that have sent over content for the CPD Library. This is now growing to be a really great resource and lots of promotion of this section will be done over the coming weeks.

View the page here and if you have any articles, videos or webinars that are either structured or unstructured that you want including please let us know.

Launch Opportunities

We have a number of brand association opportunities available in relation to the new area of the site along with the various guides to demonstrate your support of the Adviser community. We will be heavily promoting this area and the guides over the coming year. If you are interested in discussing opportunities then please let us know.