Benchmark Academy
Give your financial planning career a head start.Specialist training for financial planners, administrators and paraplanners
We’ve designed courses to nurture the next generation of experts and chartered financial planners. Our pathways go beyond standard qualifications to develop essential professional skills. And with a blend of online and in-person learning, they fit around your life and work, too.
eLearning modules
Build up your specialist knowledge with self-serve online courses that lay the foundations.
Homework
Structured assignments help you and your tutor track your progress and embed key skills.
Mock exams
Prepare to qualify or get chartered with plenty of practice papers and advice from our experts.
Regular tutor feedback
Our teachers and trainers are there to offer support and guidance so you stay on track.
Classroom sessions
Get together with your group in person and join virtual sessions.
Behavioural training
Knowledge only takes you so far. We help you shape the skills and aptitudes you really need for success.
The Benchmark difference
Our partners and clients tell us our blend of industry-leading technology and award-winning personalised service is what makes us stand out. So what you learn from us, you won’t learn anywhere else.
"I absolutely loved every minute of the course and I felt like I learnt so much. The notes were concise, and I came away from each module having understood so much more about the advice profession"
Four learning pathways
Advisers up to diploma qualification
Advisers up to chartered status
Paraplanners up to certificate status
Administration certificate
All fully integrated with our bespoke essential professional skills modules
Have a question about the Benchmark Academy?
Contact our Talent team to find out more