The Financial Planning Training Academy

The Financial Planning Training Academy is a leading provider of specialist training and coaching for financial advisors, financial planners, and future CFPs, based in Manchester, UK. We empower professionals to build thriving practices and deliver truly valuable, lifestyle-focused financial planning services to their clients. Our approach centers on developing the essential soft skills – communication, empathy, and client engagement – that differentiate exceptional planners from those focused solely on accumulating assets.

With over a decade of experience, we equip advisors with the tools and techniques to forge lasting, mutually beneficial relationships with their clients, helping them achieve their financial and life goals. We’ve helped hundreds of financial planners transition from transactional advice to a more holistic, client-centric approach, fostering a deeper understanding of their clients’ aspirations and building trust for long-term success. We specialize in coaching financial advisors, business owners, and future CFPs, providing a supportive environment for growth and development.

Our training programs cover key areas such as communication techniques, behavioural finance, and building a successful financial planning practice. We are committed to helping financial planners create a positive impact on their clients’ lives and build fulfilling careers.