Modular training programme
For business owners, managers and financial advisers. Developed by Quilter International in collaboration with our management consultant partners, Masthead.
The world of international advice has been going through change. New regulation, especially, has meant a need to continually adapt businesses to ensure their future sustainability. We can help you - with our award-winning* ‘Future Fit’ modular training programme, which has been specifically designed for international advisers – whether your firm is well established or just starting out. It covers a range of topics, such as business and investment planning, operational efficiency and client segmentation – all to help you make best use of your time.
Our six training modules will help you to apply best practice principles to your adviser firm. Each module is broken into bite-size chunks which take less than 5 minutes each to read. So you can read as much as you want when you want.
Best practice hub
As promoters of best practice within the advice industry, you can find useful tools and guides to help you adapt to regulatory change, and get the most out of your client meetings.
*Winner for Best Practice in Asset Management/Life Products/Bonds (Future Fit) at the International Investment Fund and Product Awards 2018.