We know how daunting it can be starting a career in a new industry, especially one so infamously littered with jargon and acronyms. Whether you’re starting a career to be in administration, paraplanning, compliance or advising, our foundation programme will give you the, um, foundations you need to succeed.
Our new to finance programme combines a range of other services and our e-learning materials to provide an intensive, dedicated 3 month programme to introduce people to the world of finance.
We assess your current level of knowledge (it’s fine if that is zero!) and tailor an intensive training plan and resources to help you get the basics in place and accelerate your overall learning and career development.
Our programme follows three core steps:
We’ll hold a coaching conversation to carry out an initial assessment, exploring your work history, current role and future aspirations. From this, we’ll create a tailored programme for you to gap fill any knowledge needed.
You will begin working through the 3 month programme, with a mix of online e-learning and workshops (either live or recorded depending on the live schedule) to give you the foundation knowledge needed to thrive in your role.
We’ll have a follow up coaching call, assessing your learning and future focus. We’ll then create a tailored Personal Development Plan for the coming 12 months so you can continue your structured learning and hit those career highs in no time!
If you want to see some of our e-learning content, these are also all available over on our sister website, The Art of Finance. Alternatively, book a quick chat to answer any questions and get you started!
Head over to The Art of Finance to discover our range of e-learning modules - available on demand.
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