PRO courses are CPD Accredited and designed for you to achieve results


Full of all the best knowledge you need to get results

Each course is designed to solve a specific business problem by giving you a deep dive into a particular topic.

The course will give you a comprehensive knowledge of your chosen subject using proven techniques and strategies that have been tested and implemented in real life businesses.

If you are unsure which is right for you email:

Each course includes:
  • A best-in-class learning platform that can be accessed via desktop or mobile
  • Highly relevant content to financial service businesses that has real-world success
  • Clear and easy to follow video modules with additional training material
  • Resources to help you implement and action each lesson.

PRO Adviser

The CPD accredited PRO Adviser course is described as a ‘game-changer’ for mortgage advisers. You’ll discover a 6-step process to help you make your day, life and brokerage more efficient and more profitable.

You’ll discover:

  • 15+ hours of CPD accredited online training
  • A proven and effective process that was integral to Active being named as winner of ‘Best Small Broker’ 2019 at Mortgage Strategy awards
  • The fastest way to reach £250,000 per annum with one administrator, while working a healthy 35 – 40 hours per week
  • Proven scripts that will add thousands to your income with very little effort
  • How to eliminate stress and enjoy your life as an adviser
 For more information on becoming and efficient and effective PRO Adviser:

PRO Leads

You’ll learn the 5-step process to attracting your ideal client to earn (an extra) £8,333 per month without the stress. 

You’ll discover:

  • Gain clarity on all aspects of social media and marketing
  • How to create content for your ideal client in a way that suits your personal style on any social media or marketing channel 
  • Simple ways to cut through the noise on social media using thumb-stopping content that grabs your client’s attention
  • Tried and tested marketing methods to boost your reach and engagement, bringing in perfect clients to your world
 For more information on attracting your ideal client for FREE online:

Estate Planning PRO

Estate Planning PRO trains you to deliver a Will and Estate planning service to your clients and create an additional revenue stream, which could easily be an extra £2000 plus per month.

Do you want to add Wills & Estate Planning to your business?

Estate Planning PRO provide a simple will & estate planning service to financial, mortgage and insurance advisers throughout the UK.

On completion of our 2-day training course you will have the knowledge and skills to complete the business yourself and join Estate Planning PRO as an agent.

As an EPP Agent you receive full PI cover, marketing material, ongoing support and training to maximise every opportunity.

For more information about our upcoming training courses:

Financial Pro


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