For advice firms

Training.

Outsourcing is a super valuable business tool to use in the right circumstances; our whitepaper here details some of the business wins. However, sometimes you want to keep the work in-house but need some support in getting that working. And that’s where we can help.  

We grew The Verve Group by building out a robust training framework and content and upskilling all our team. We know first hand how time intensive that can be to do as a firm, especially alongside the day job, and so our training support is here to help you. 

Whether it’s inducting a person brand new to finance, upskilling some of your support team, or taking your advisers through training and competency requirements, we’ve got the service for you.  

New to Finance

Got someone in your team who needs an overview of financial services and a deeper dive into their career options? Enter our Foundation in Finance course!

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Practical Skills

Practical Skills

Perfect for when you or your team need a bit of specialist training to help with the day job, available as on demand content so you can study your way.

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Training & Competency

Training & Competency

Regardless of where your team are in their career, we have the technical knowledge, practical skills training and qualification support to help them excel.

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The course was excellent and has helped me gained confidence in my role. The exam training has also been excellent, the study days really help to hammer home information. I like the online learning modules and interactive study days as remote learning fits around my lifestyle and work commitments. I would recommend the course to others in my network.

Paraplanning Student

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Vanessa Williamson

Lomond Wealth