1. Careful assessment of the developmental need for

  • entire groups
  • specialist groups
  • individuals

with particular emphasis on the support of the delivery of an advice based service proposition.

2. Development of content for specialist learning programmes delivered

  • remotely (distance learning)
    or
  • face to face

3. Bespoke CPD programmes.

4. Constant update/communication generators - constant professionalisation for advisers.

5. Chronologically driven activity modules e.g. pre tax year end, pre/post-Budget, corporate year end, self assessment dates etc.

6. Modules designed to match your business plans founded on (where appropriate) your products/business activity calender.

7. Multiple choice testing systems, single answer or case study.

8. Sales aids/presenters - client facing with full "how to" presenter`s notes to facilitate delivery into the market ie. putting what you have learned into practice in a business context.

9. Access to Techlink Interactive, our comprehensive online knowledge management system, to supplement your learning.

10. Face to face special "application" workshops.

Our Commitment

As a business dedicated to the constant acquisition distillation and effective use of business critical information and knowledge and which, on a day to day basis, provides practical technical and business development support to those giving financial advice and Financial Product Providers both based in the UK and abroad we believe that we are uniquely placed to deliver meaningful business generating professional development that is demanding but relevant and practical.

Our core competencies enable us to be completely up to date with:

  • Taxation
  • The law
  • Products
  • The market
so as to facilitate delivery of constantly updated, relevant and topical programmes.



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