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 and business licenses, all designed to support financial professionals in learning the practical skills and technical knowledge needed in their role, to remain compliant 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 e-learning 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 e-learning 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 e-learning 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 e-learning 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.
R05 e-learning material
The most popular exam, R05! This study material is designed to provide you with all you need to know for the CII’s Financial protection (R05) exam.
R06 e-learning material
The R06 study material focuses on the areas which are most likely to come up in the CII’s Financial planning practice (R06) exam.
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.
Business licences
Technology to support your team training. The business licences course give businesses access to fundamental training (such as GDPR and whistleblowing) as well as other courses which promote subject matter expertise and assure competency at all levels.
Express: Advising vulnerable clients
In this course you’ll learn all there is to know about vulnerable clients, how to identify them and how to ensure you treat them fairly. The content is designed to ensure that upon completion, you'll be able to implement vulnerable client procedures in your firm, within the required regulations.
FA2 e-learning material
FA2 is one optional unit for the CII Award in Financial Administration. This study material is designed to provide you with everything you need to know to feel confident with the CII’s Pensions Administration (FA2) exam.