The Art of Finance, a training solution providing high quality, engaging and relatable content to upskill any level of financial professional. They offer a range of CPD accredited training courses, all designed to support financial professionals in learning the practical skills and technical knowledge needed in their role, and support the development of themselves, and their teams.


    Courses cover industry hot topics, regulatory based requirements, CII exam support and full programmes of practical skills required in a range of career roles.


    The Art of Paraplanning

    This course is designed to provide learners with practical training in, and wider knowledge of, the paraplanner role – now and in the future, including a look at research tools, FCA regulations, and next steps on your journey to being qualified.

    The Art of Compliance

    This course is designed for those with little or no financial services experience, and delivers the knowledge and practical training needed to be a successful compliance professional. Click to read a case study from Hannah who works in compliance. You might just be surprised at what this career has to offer.

    The Art of Financial Administration

    This course is designed to deliver knowledge of, and practical training in, the role of the administrator in a financial services firm – a fundamentally key one, driving the quality and efficiency of all other functions, as well as the experience the client receives.

    The Art of Defined Benefits

    This course is designed to provide learners with the knowledge and practical training to implement effective analysis and advice regarding defined benefit schemes.

    The Art of Understanding Finance

    Finance essentially has its own language and learning that language is integral to so many roles, whether directly or indirectly working in financial services. This course provides an overview of finance, a whistlestop tour of its history, a look at the roles and jargon that it is currently comprised of, and a nod to where it may be heading in the future.

    The Art of Online Presenting

    This module explores practical solutions that you can apply to overcome the challenges of online presenting.

    R01 Online study material

    This study material has been designed for those currently studying Financial services, Regulation and Ethics (R01) with the CII and who would benefit from an engaging alternative to reading standard study guides.

    R02 Online study material

    This study material has been designed for those currently studying Investment Principles and Risk (R02) with the CII and who would benefit from an engaging alternative to reading standard study guides.

    R03 Online study material

    This study material has been designed for those currently studying Personal Taxation (R03) with the CII and who would benefit from an engaging alternative to reading standard study guides.

    R04 Online study material

    This study material has been designed for those currently studying Pensions and Retirement Planning (R04) with the CII and who would benefit from an engaging alternative to reading standard study guides.

    The Art of Effective SM&CR

    This course is designed for you to learn all about individual accountability and conduct within a financial services firm. It will outline how the SM&CR guidelines apply to firms and encourage a culture of staff at all levels taking personal responsibility for their actions.

    The Art of Supervising

    This course is designed for you to explore the role of a supervisor, including main duties and ways to implement effective supervision on a company wide basis, tailored to your team.

    The Art of Suitability

    This course is designed for you to learn the processes you can go through to ensure your firm’s advice is consistently suitable for your clients. It will cover top tips for suitability reports, how suitability processes can be implemented, and how best to demonstrate suitability through file checks and compliance.

    Express: Conduct rules

    This module covers the Conduct Rules that the FCA expects all staff to comply with under the Senior Managers & Certification Regime (SM&CR).

    Express: Senior Manager Conduct Rules

    This topic provides express learning in the conduct rules that specifically apply to Senior Managers and the role that they hold within a firm.

    Express: Anti-bribery and corruption

    This topic provides express learning in the key legislation and regulations that apply to anti-bribery and corruption.

    Express: GDPR

    This course covers General Data Protection Regulation (GDPR) legislation, looking at the legislation’s core principles, how it affects your firm and the key areas to which it applies.

    Express: Complaints

    This topic covers the complaints procedure for financial service firms, both in terms of how to make a complaint as a client and how to respond to complaints as a company.

    Express: Whistleblowing

    This topic covers what whistleblowing is and how a business can ensure they have a process in place to ensure that ‘whistle-blowers’ are confident coming forward and are protected.

    Express: Anti-money laundering

    This topic covers the legislation and regulations that aim to tackle money laundering, as well as the broader issue of financial crime.

    Express bundle

    Cater for the full office, and ‘bundle’ up a number of our express courses making it personal to your needs.