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.




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.
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.
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
AF2 - Business Financial Planning
2 Days
Two day revision workshop for the Chartered Insurance Institute AF2 -Business financial planning exam.
From:
£3,200
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
1 Day
One day revision workshop for the Chartered Insurance Institute AF1 - Personal tax & trusts planning exam.
From:
£1,600
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
1 Day
One day revision workshop for the Chartered Insurance Institute AF2 -Business financial planning exam.
From:
£1,600
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

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.