Training Academy

World class courses, tailored for your needs, delivered online or onsite.

We're pleased to provide details of our most popular courses all of which can be delivered face to face or virtually. 

DSW has been delivering innovative learning solutions to some of the UK’s biggest Financial Services and Insurance brands for more than 21 years.
 

We are proud to be approved by the CII and enjoy excellent relationships with LIBF and CISI too.

 

In addition to the courses offered here we are able to offer a range of bespoke training solutions which derive from the LIBF and CISI qualifications. 
 
Contact the team for more information or download our  catalogue.





 

The courses available fall under four generic categories.
Click below to view.

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Popular Courses

Please see below our most popular range of virtual or face-to-face courses designed to equip professionals within the Financial Services and Insurance Sectors with knowledge that enables them to excel in their respective roles.

 

AF1 - Personal Tax and Trust Planning

1 Day

From:

£1,600

AF2 - Business Financial Planning

1 Day

From:

£1,600

AF4 - Investment Planning

1 Day

From:

£1,600

All Courses

Please see below our entire range of virtual or face-to-face courses designed to equip professionals within the Financial Services and Insurance Sectors with knowledge that enables them to excel in their careers.

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AF1 - Personal Tax and Trust Planning

1 Day

One day revision workshop for the Chartered Insurance Institute AF1 - Personal tax & trusts planning exam.

From:

£1,600

AF2 - Business Financial Planning

1 Day

One day revision workshop for the Chartered Insurance Institute AF2 -Business financial planning exam.

From:

£1,600

AF7 - Pension Transfer Advice

1 Day

One day revision workshop for the Chartered Insurance Institute AF7 - Pension transfers exam.

From:

£1,600

IF10 - Insurance Broking Fundamentals

1 Day

This course is relevant to anyone working for an insurance company, broker or reinsurer.

From:

£1,200

AF1 - Personal Tax and Trust Planning

2 Days

Two day revision workshop for the Chartered Insurance Institute AF1 - Personal tax & trusts planning exam.

From:

£3,200

AF4 - Investment Planning

1 Day

One day revision workshop for the Chartered Insurance Institute AF4 - Investment planning exam.

From:

£1,600

AF7 - Pension Transfer Advice

2 Days

Two day revision workshop for the Chartered Insurance Institute AF7 - Pension transfers exam.

From:

£3,200

AF2 - Business Financial Planning

2 Days

Two day revision workshop for the Chartered Insurance Institute AF2 -Business financial planning exam.

From:

£3,200

AF4 - Investment Planning

2 Days

Two day revision workshop for the Chartered Insurance Institute AF4 - Investment planning exam.

From:

£3,200

IF1 - Insurance, Legal and Regulatory

2 Days

This course is relevant to anyone working for an insurance company, broker or reinsurer.

From:

£2,400

Our Trainers

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Nigel Platts
 

Nigel is a Chartered Financial Planner, Skills Coach, Trainer and Facilitator with significant financial services experience across bancassurer, restricted & IFA, HNW and UHNW business models.
 
He has extensive compliance and business risk management experience across regulated advice in the retail, commercial & corporate banking customer segments as well as subprime regulated lending. 

Over the years Nigel has supported many individuals in achieving their qualifications to become qualified Financial Planners as well achieving Chartered status.

Get In Touch Today

If you’d like to find out more about DSW Training Academy, discuss your requirements or simply get a feel for who we are, get in touch.

+44 (0)1302 760 008

Email us
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Find Us

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DSW House, Unit 3, Hayfield Business Park, Field Lane, Auckley, Doncaster, DN9 3FL 

+44 (0)1302 760 008

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