Training & competency

A fresh and flexible approach to upskilling your team.

The service

Enabling your entire team to achieve their potential.

We know how incredibly challenging building and running a training scheme can be – across all roles and departments. This is why we have harnessed our decades of experience in building training content and academies to provide you with the support you need to grow, train and empower your team effectively. Regardless of where your team are in their careers, we have the technical knowledge, practical skills training and qualification support to help them do the job confidently and develop their potential with you.

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The brochure

Want to find out more?

Download our brochure to learn more about our training and competency programme, Enable, and better understand your options so you can access the right support for you and your business.

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The options

Ensuring your team has the skills, experience and confidence to do the job effectively.

We have taken the Training & Competency concept and evolved it to apply to all roles in financial services, so we can support you, no matter the size or structure of your team. Our Enable service is broken down into three different levels, ensuring your entire team has a fresh and flexible training option that is right for them.

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Brand new?

You’ve hired someone who is bright eyed and bushy tailed and ready to get stuck in, but doesn’t know their pension from their ISA? Our brand new Foundation in Finance course with The Art of Finance is built exactly for this eventuality.

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On the way?

You’ve got someone who is building their career, and needs help focusing their development and training, whether they’re taking the first steps, or already part-way through their development. The beauty of Enable is it’s completely flexible to the individual.

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Ready to specialise?

We know that getting competency is only the first stage. For advising, ongoing competence and the demonstration of it is crucial.

For other roles, it might be about enhancing knowledge in a specialist area, or moving on to the next level in their career.

Here’s wishing we’d found you sooner! What a great service.

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Macsen Wealth Management ltd

Let’s Talk

Want to know more about how it can work for you?

Get in touch to learn more and chat with our experts about how we can best support you and your firm

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Compliance Support

We offer a fresh approach to compliance, working with advisers to embed technology & structure within their firm, to ensure they are at all times, fully compliant.

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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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