Building a World Class Advisory Practice Training Programme

Face to Face Training Programme

Chartered Insurance Institute, 3rd Floor, 20 Fenchurch Street, London, EC3M 3BY

4-day Face to Face Training Programme, starting on the 5 June 2024, delivered over a 4-week period.

Financial advice business leaders face multiple calls on their time and resources and they have many roles to fulfil, especially if advising clients while leading a team. This programme is specifically aimed at helping those business owners and leaders by creating some space to focus on growing and developing their business with structured and practical support.

This interactive training programme, developed between the CII and Elephants Child, incorporates a variety of techniques which aim to deliver increased strength and value in a UK Advisory Business in a regulated market environment, underpinned by a clear business plan, with a particular focus on alignment with the FCA’s Consumer Duty principles.

The Programme is interactive and engaging with a distinct outcome for each participant. It will provide a clear methodology to grow business value and includes the tools to create a Business Plan for each business that incorporates a three-year strategic plan and one year action plan. These plans are working documents that will not only provide a clear pathway to business growth but can also be used to evidence best practice, for example with potential lenders, funders, buyers and meeting the FCA requirement for regulated businesses to be able to evidence professional and prudential business management.

Building a World Class Advisory Practice that can maximise:

• Clarity & opportunity​
• Profitability​
• Efficiency, scaleability and stability​
• New client acquisition​
• New asset acquisition​
• Professional connections​
• Exit value

We have developed a model specifically for the financial advisory sector, based on the T-shaped Professional Practice Model originally conceived to help accountants develop their business management and organisational skills. This model seeks to capture boundary crossing competencies that utilises the professional and technical skills required to deliver professional financial advice alongside the entrepreneurial and business skills required to deliver this advice at a profit.