Public Courses
From financial training to professional development, our courses are designed for investment banking, commercial banking, retail banking, insurance practitioners and for professionals who need to have a better understanding and knowledge of finance.
See below a list of all our current public courses:
Financial Courses
- Course Types Key
- In House Courses
- Tailored Courses
- Public Courses
Finance for Non Financial Managers
Creating financial awareness in your managers. Finance and financially literate managers are crucial to the well-being of your organisation. It is essential that all of your managers have a working knowledge of the principles of finance.
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No public course dates currently available
ifs Advanced Financial Advice Final Exam Course
This one day programme focuses on the skills required for your final exam.
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Available Dates:
Manchester, UK - 30 Nov 10
http://www.gptrainingconsultants.com/courses/financial/ifs-advanced-financial-advice-final-exam-course-_491.shtml
London, UK - 01 Dec 10
http://www.gptrainingconsultants.com/courses/financial/ifs-advanced-financial-advice-final-exam-course-_492.shtml
Birmingham, UK - 02 Dec 10
http://www.gptrainingconsultants.com/courses/financial/ifs-advanced-financial-advice-final-exam-course-_493.shtml
ifs Advanced Financial Advice – Coursework Knowledge Workshop
This is a one day programme aimed to boost your knowledge on the main topic covered in your assignment.
Within your assignment you will be expected to demonstrate your understanding of a core knowledge area.
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No public course dates currently available
No public course dates currently available
ifs Financial Planning Principles Revision Workshop
This 1 day workshop benefits you by working through practice questions, a mock exam, and group discussion in preparation for the FPP multiple choice exam.
It assists you by ensuring they are clear on the weighting applied within the syllabus areas to aid time allocation when looking at personal study.
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No public course dates currently available
No public course dates currently available
ifs Introduction to Advanced Financial Advice – Coursework Element
This one day programme focuses on the key skills of compiling a coursework assignment for your DipFA qualification.
Many studying for this qualification may not be used to completing coursework that is assessed towards their final mark, therefore we provide some important tips and pointers to assist with this.
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No public course dates currently available
No public course dates currently available
Introduction to your Diploma for Financial Advisers Programme
For many people studying towards this qualification it may have been some time since they studied on a formal basis. It may also be the case that any qualifications taken have been based purely upon exams – be they multiple choice, or free format – and not included any element of coursework.
Therefore this 1 day programme ensures all participants are clear on the structure and format of the DipFA as different approaches are required at different stages of the qualification.
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No public course dates currently available
No public course dates currently available
J01 Personal Tax Revision Workshop – Diploma in Financial Planning
A two day revision workshop designed to increase your understanding and knowledge around J01 Personal Tax study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Available Dates:
Birmingham, UK - 13 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_630.shtml
City of London, UK - 13 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_634.shtml
Birmingham, UK - 15 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_631.shtml
City of London, UK - 15 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_635.shtml
Bristol, UK - 20 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_639.shtml
Manchester, UK - 20 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_643.shtml
Bristol, UK - 22 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_640.shtml
Manchester, UK - 22 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_644.shtml
J02 Trusts Revision Workshop – Diploma in Financial Planning
A two day revision workshop designed to increase your understanding and knowledge around J02 Trusts study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Available Dates:
Bristol, UK - 13 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j02-trusts-revision-workshop-diploma-in-financial-planning_632.shtml
Manchester, UK - 15 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j02-trusts-revision-workshop-diploma-in-financial-planning_636.shtml
City of London, UK - 20 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j02-trusts-revision-workshop-diploma-in-financial-planning_641.shtml
Birmingham, UK - 22 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j02-trusts-revision-workshop-diploma-in-financial-planning_638.shtml
J03 - The Tax and Legal aspects of Business Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J03 The Tax and Legal aspects of Business Workshop study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Available Dates:
Manchester, UK - 13 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j03-the-tax-and-legal-aspects-of-business-workshop-diploma-in-financial-planning_401.shtml
Bristol, UK - 15 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j03-the-tax-and-legal-aspects-of-business-workshop-diploma-in-financial-planning_633.shtml
Birmingham, UK - 20 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j03-the-tax-and-legal-aspects-of-business-workshop-diploma-in-financial-planning_637.shtml
City of London, UK - 22 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j03-the-tax-and-legal-aspects-of-business-workshop-diploma-in-financial-planning_642.shtml
J04 - Pension Funding Options Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J04 Pension Funding Options study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Available Dates:
Birmingham, UK - 27 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j04-pension-funding-options-workshop-diploma-in-financial-planning_645.shtml
City of London, UK - 29 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j04-pension-funding-options-workshop-diploma-in-financial-planning_652.shtml
Bristol, UK - 04 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j04-pension-funding-options-workshop-diploma-in-financial-planning_656.shtml
Manchester, UK - 06 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j04-pension-funding-options-workshop-diploma-in-financial-planning_661.shtml
J05 Pension Income Options Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J05 Pension Income Options study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Available Dates:
City of London, UK - 27 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j05-pension-income-options-workshop-diploma-in-financial-planning_648.shtml
Birmingham, UK - 29 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j05-pension-income-options-workshop-diploma-in-financial-planning_650.shtml
Manchester, UK - 04 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j05-pension-income-options-workshop-diploma-in-financial-planning_660.shtml
Bristol, UK - 06 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j05-pension-income-options-workshop-diploma-in-financial-planning_657.shtml
J06 - Investment principles, markets and environment Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J06 Investment principles, markets and environment study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Available Dates:
Bristol, UK - 27 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j06-investment-principles-markets-and-environment-workshop-diploma-in-financial-planning_646.shtml
Manchester, UK - 29 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j06-investment-principles-markets-and-environment-workshop-diploma-in-financial-planning_653.shtml
Birmingham, UK - 04 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j06-investment-principles-markets-and-environment-workshop-diploma-in-financial-planning_654.shtml
City of London, UK - 06 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j06-investment-principles-markets-and-environment-workshop-diploma-in-financial-planning_659.shtml
J07 Supervision in a regulated environment Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J07 Supervision in a regulated environment study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Available Dates:
Manchester, UK - 27 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j07-supervision-in-a-regulated-environment-workshop-diploma-in-financial-planning_649.shtml
Bristol, UK - 29 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j07-supervision-in-a-regulated-environment-workshop-diploma-in-financial-planning_651.shtml
City of London, UK - 04 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j07-supervision-in-a-regulated-environment-workshop-diploma-in-financial-planning_658.shtml
Birmingham, UK - 06 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j07-supervision-in-a-regulated-environment-workshop-diploma-in-financial-planning_655.shtml
J08 - Financial Planning Practice Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around the J08 Financial Planning Practice exam.. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Available Dates:
Birmingham, UK - 11 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j08-financial-planning-practice-workshop-diploma-in-financial-planning_662.shtml
City of London, UK - 11 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j08-financial-planning-practice-workshop-diploma-in-financial-planning_664.shtml
Bristol, UK - 13 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j08-financial-planning-practice-workshop-diploma-in-financial-planning_663.shtml
Manchester, UK - 13 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j08-financial-planning-practice-workshop-diploma-in-financial-planning_665.shtml
Maximising Client Conversations for Financial Advisors
Do you want to be a more successful financial adviser?
Do you want to improve your techniques and skills that make achieving your target easier and have the potential to exceed them?
Do you feel that you need some professional support in remembering some of the basics to successful selling?
Do you write proposals, but then the customer cancels it?
Have you been selling for a while and feel you could have picked up some habits that require redefining?
If you answer ‘yes’ to any of the above you must attend this course.
We are aware that being highly skilled before, during and after your client meetings can be the difference between success or failure. This course will potentially help you maximise your potential, exceed your sales targets and satisfy the needs of the client more thoroughly. An effective sales professional must have the skills to be successful.
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No public course dates currently available
No public course dates currently available
Maximising Client Conversations for First Time Advisors
Are you new to financial services sales role?
Have you a small amount of experience, but had little or no formal training?
If yes to either of the above questions then this course is for you.
We are aware that being highly skilled before, during and after your client meetings can be the difference between success or failure. This course will potentially help you understand the selling process with your clients to maximise your potential, make achieving targets easier and increase career opportunities. An effective sales professional must have the skills to be successful.
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No public course dates currently available
No public course dates currently available
Maximising Client Conversations for Mortgage Advisors
Do you want to be a more successful mortgage adviser?
Are you required to make referrals for cross sale opportunities?
Are you finding it difficult discussing the need for mortgage protection or closing the sale?
Do you feel you are only a mortgage order taker?
Do you want to have techniques and skills that make achieving your target easier and have the potential to exceed them?
Do you feel that you need some professional support in remembering some of the basics to successful selling or redefining some habits you have picked up?
If you answer ‘yes’ to any of the above you must attend this course.
We are aware that being highly skilled before, during and after your client meetings can be the difference between success or failure. This course will potentially help you maximise your potential, exceed your sales targets and increase career opportunities. An effective sales professional must have the skills to be successful.
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No public course dates currently available
No public course dates currently available
Sage Line 50 – The Competent User – Intermediate Level
We build on the basic principles of Sage Line 50 to meet the specific reporting requirements for your business. Concentrating on the use of wizards and shortcuts. We analysis the Sage financial reports and take the accounting to the next level.
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No public course dates currently available
No public course dates currently available
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