Online courses

The Art of Financial Admin

This course is designed to deliver knowledge of, and practical training in, the role of the administrator in a financial services firm – a fundamentally key one, driving the quality and efficiency of all other functions, as well as the experience the client receives. We think financial administrators are often the unsung heroes in advice firms, so we’re here to help grow and develop a whole army of them.

This course is designed to provide learners with wider knowledge of the administrator role, and why it requires a broad range of knowledge and outstanding attention to detail. It also delivers practical training, giving you skills to implement immediately.

This course is aimed at someone with little or no financial services experience, with modules broken down into bitesize chunks making content manageable.

- The Advice Journey
- New Business
- Existing Business
- Annual Reviews
- Optional: Defined Benefits

What you’ll learn
- The new business, underwriting and application process
- About the data gathering process for all product types
- How to create a review pack, valuation, and update a client’s record
- The fundamentals of defined benefit schemes
- How to undertake data gathering on a scheme

Suitable for:
This programme is suitable for anyone looking to develop the solid foundation of knowledge needed to be a successful administrator within a financial firm.
It would be the perfect introduction to financial services for someone who has little, or no, previous experience.

It is also a foundation for any individual regardless of their future career aspirations; whether remaining in an administration role, developing to paraplanning, or potentially moving to advising, the principles in this course provide a base level of knowledge suitable for all financial services professionals.

Completion requirements
The whole course requires completing, along with the end of course assessment. This has a minimum pass mark of 65% to be achieved in order to successfully pass the course. Upon completion of this course, you will be recognised as having attained The Art of Financial Administration training course, from The Art of Finance.

In addition, all of our content has been CPD Certified, meaning that all your time and investment is nationally recognised. Upon completion of your course, you’ll be sent your Art of Finance kitemark and CPD certificate to acknowledge your successful skills training and evidence for your firm’s compliance.

20% VAT is included in the price of this course.
  • Finance - the basics
  • Finance - the basics
  • Finance - the basics Answerbook
  • Pension product training
  • Pension product training
  • Pension Product Training - Answerbook
  • Collectives & ISAs
  • Collectives & ISAs
  • Collectives & ISAs - Answerbook
  • The Advice Journey
  • The Advice Journey
  • The Advice Journey - Answerbook
  • Existing Business
  • Existing Business
  • Existing Business - Answerbook
  • New Business
  • New Business
  • New Business - Answerbook
  • Annual Reviews
  • Annual Reviews
  • Annual Reviews - Answerbook
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever