Partnership Models
Financial Institutions
Banks, securities firms, and insurance companies partner with us to upskill their advisors and relationship managers with cutting-edge financial planning credentials.
Corporate Employers
HR departments and L&D teams use our programs as part of employee benefits packages, succession planning, and executive development tracks.
Professional Associations
Industry bodies and professional associations co-brand continuing education programs and CPD point schemes with our academic content.
Academic Institutions
Universities and polytechnics collaborate with us on credit recognition, dual-certification programs, and joint curriculum development.
Family Offices
Single and multi-family offices engage us for proprietary education programs to prepare the next generation of principal family members.
Referral Partners
Financial advisors, wealth managers, and independent professionals refer clients and earn commissions or CPD recognition for qualified referrals.
What Partners Receive
Become a Partner
Reach out to our partnerships team to explore how we can create mutual value together.
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