Future Fit

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.

Training hub

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.

Business planning

Map out a plan of where you are now, where you want to be and the steps to get there.

Segment your client base

Shape your proposition by segmenting your client base.

Investment planning process

The solutions you offer are key to shaping your business model. Could you be spending more time with your clients?

Profitability analysis

How can a full analysis of income, expenses and cash flow help to define your priorities?

Invest in people

Your people are your most important asset. How do they fit in with your aspirations and your business plan?

Operational efficiency

Analysing your processes can help you drive down cost, be more efficient and raise profits.

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.

Best practice awards

Now in its fifth year, the awards are designed to recognise financial advisers within the industry who are adopting best practice within their firms.

Adapting to regulatory change

Information and support tools to help you adapt your firm to regulatory change.

Evolve your business

Useful tips and support material to help you offer valued advice to your clients.

*Winner for Best Practice in Asset Management/Life Products/Bonds (Future Fit) at the International Investment Fund and Product Awards 2018.