Stepping Stones™ Modules


If you are a new or returning (to the industry) advisor - you will be required to take certain modules of our stepping stones programme.

Module 1 - Fit and proper test

Full Fit & Proper Testing

  • Credit Check
  • Criminal Record Check (CRB)
  • Competency sign off

Module leaders - Head Office Team

Wills and LPA advisor - 3 days stepping stones course.

The course is in-house

  • Monday - technical training.
  • Tuesday - drafting Wills.
  • Wenesday - LPA training.

Module leader - Sam Wallis

Protection advisor - 4 days stepping stones course.

Module leader - Dan Hobbs

  • Mon - Wed - technical training - Life/Critical illness/PHI/and General insurance - product and sales process training. ICOBs completion.
  • Thurs - Role play/Professional Competency Assessment.

Mortgage Broker - 3 days stepping stones course technical - training/products/research/compliance

Module leader - Chris Nairn

IFA - 5 days stepping stones course. Transition from mortgage/protection advisor to IFA or experienced IFA's.

Module leader - Kim Luckhurst

The stepping stones courses that you apply for will be based upon experience and background.

The rookie will probably commence with Wills and LPA stepping stones course.

We will invite you to either a meeting with the Managing Director, or to attend our monthly Change Event.


Stepping Stones enquiry form

To find out more about Stepping Stones training please complete the form below.




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