Thursday, 09 May 2019 09:09

New Financial Planning course includes ‘The Art of Paraplanning’

Rate this item
(1 Vote)
Cathi Harrison Cathi Harrison

The Art of Finance, a new venture from Cathi Harrison, has partnered with Bespoke Training Solutions (BTS) to deliver the accredited training for candidates to complete their Diploma in Regulated Financial Planning.

The Art of Finance hopes to “significantly raise the profile of financial services outside of the industry, showcasing it as an exciting career destination and profiling the myriad roles available”.

The firms says the financial services profession is changing and believes training should be “ever-evolving” too.


The first two instalments, The Art of Paraplanning and The Art of Compliance, start later this month and are flexible courses that are said to provide “the perfect training solution for financial advice firms looking to upskill members of their existing team”, as well as individuals who are looking to get into or further develop their career in financial services.

BTS comprises an experienced team led by Luiza Todd FPFS, Chartered Financial Planner, and Jeff Scholes PRINCE2, NLP Dip.

It was seen as “a natural fit to partner with The Art of Finance (AOF), as they align with AOF’s overall mission of developing new talent for the financial services industry, along with offering a more innovative and flexible approach to training and education”.

BTS has more than 10 years’ experience of delivering R0 exam training.

Cathi Harrison, CEO at The Verve Group & The Art of Finance, said: “I’ve had a lot of advisers come to me and say they simply don’t have a training structure for their trainee Paraplanners/compliance professional to give them the skills that they need.

“This will provide them with what they want and take the pressure off them.”


FREE. Get more stories like this daily to your inbox. Unsubscribe at any time. Sign up now.

FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details: