Financial services training

Did you know less than 40% of people pass their AFPC exams? - yet we acheived a pass rate of 82% on G60 in October 1998 (verified by Advertising Standards Agency in 1999).

We have succesfully trained thousands of people in financial services in technical subjects and skill development and can offer you highly effective training through our team of first class trainers on the following subjects:

• FPC 1, 2, 3
• AFPC
G10 Taxation and trusts
G20 Personal investment planning
G30 Business financial planning
G60 Pensions
G70 Investment portfolio management
G80 Long-term care life and health protection
H15 Supervision and sales management
H25 Holistic financial planning
K10 Retirement options
K20 Pensions
• CeMAP
• FAFC

In addition we design and deliver, or design only, bespoke training on a range of subjects including pensions review, operating in off-shore financial markets, regional manager training, report writing for high net worth financial advisers etc. etc.

We also licence our material for use by corporate clients.

Publications

Just published - Workwise Revision Notes for K20, G10, G20 and G60.
Coming soon H15.

We can now also offer practical employment law and HR training and material for line managers.

For more information please email info@workwisegroup.co.uk

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