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.


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