Our 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: team@financial-pro.com

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.

Mortgage Adviser PRO

The CPD accredited Mortgage Adviser PRO 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 Mortgage being named as winner of ‘Best Small Broker’ 2019
  • The fastest way to reach £250,000 pa with one admin, while working a healthy 9-5
  • Proven scripts that will add thousands to your income with very little effort
  • How to eliminate stress and enjoy your life as an adviser
  • And more…

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 3-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 please:

Financial Pro


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