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Learn More About This Service & How to Access Your Licence for Our T&C Platform

Welcome to our Training & Competence platform, designed specifically for small boutique UK Financial Services firms. Our platform is the perfect solution for fulfilling your annual 35 hours of CPD obligations. With our user-friendly interface and comprehensive course offerings, you can easily stay up-to-date with the latest developments and regulations. We're here to support your ongoing training needs.

Why Our Platform is the Ideal Solution for Your
Training & Competence Needs

Access our Training & Competence Platform today and take the first step towards achieving your CPD goals!"

Our T&C Licencing Service is ideal for small, boutique IFA firms requiring up to 10 licences. We will conduct a initial 121 meeting with each individual to assess where they are and to learn more about their training needs and goals for the year. We will then deliver a comprehensive L&D Plan based on SMART Objectives and milestones for their completing the required CPD courses.

Each licence includes:

121 Assessment Meeting*

Training & Development Plan

Annual & Ad-Hoc Training Updates

Ongoing Platform Support

*subsequent meetings will be charged at £80 + VAT per hour.

1-3 Users

£400 + VAT

PER LICENCE

4-6 Users

£375 + VAT

PER LICENCE

7-10 Users

£350 + VAT

PER LICENCE

10+ Users

£300 + VAT

PER LICENCE

Please complete the form below to request a quote for your licences and we will get back to you within 2 working days.

Request a Quote

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