OCover DEV BROur aim has always been to deliver high quality training to our member firms, whilst providing the tools needed to support your development.

The Professional Development Programme

The Professional Development Programme brings together all of the available training and development resources through themed modules across the year.

Our 2016 development programme is designed to enable you to select the events that best suit you. Modules will start and finish in a single month, and the centrepiece of these modules will be the Keynote events.

Keynotes Live

The 2016 Keynote events form the basis for our development programme. Central to each module, the Keynotes are fully interactive, covering key product and compliance areas. The Keynotes will be delivered throughout the year across three core modules.


Each Roadshow event focuses on a key industry topic and gives delegates the opportunity to explore the topic across a number of retail product areas. These events will include a greater opportunity to debate and will allow additional time to share good practice.


Our Forums are for AR Principals only and they address key issues of the day.

The content framework is scheduled around presentations to the group, with time built into the day to accommodate questions and discussion. Agendas for the Forums will be provided in advance of each event to ensure content is as up to date and relevant as possible.

Webinar programme

Our webinar programme will run throughout the year covering a wide range of topics. A total of 36 webinars will qualify as structured CPD, addressing particular learning outcomes over 30 minutes or more. Additionally, we will be hosting numerous webinars relating to product launches and key developments from product providers over the course of the year.

Information on forthcoming webinars will be distributed by email on a month to month basis, with full details published on the Sense Extranet.

Revision study days and support materials

This area of the Professional Development Programme is new for 2016 and designed to support advisers studying for additional qualifications:

We have partnered with Patterson training to offer revision study days. Subject to a minimum of 12 delegates per subject we will run bespoke revision courses to help you prepare for all CII qualifications. The courses will be delivered at a time and date to best suit the registered deligates and at a cost-effective price of £160 + VAT per delegate per day

For those taking AF3 and needing a greater level of study support, Patterson have created a study package specifically for Sense members. Subject to a minimum of 12 delegates subscribing the package is priced at £400 + VAT and includes:

  • MP3 audio material: Around 6 ½ hours of material. Study whilst commuting, walking the dog, or at the gym
  • AF3 study notes: Around 140 pages of distilled AF3 notes and worked examples. All of the substance, none of the waffle
  • 2 day revision course: Designed to build your knowledge and hone your exam technique
  • Practice questions: Reinforce your knowledge and build your technique with two full exam-standard practice papers

For further details, or to register an interest, email events@sense-network.co.uk.

Additionally, Sense members will receive 20% discount when purchasing any study support materials from Brand Training. Simply apply the discount code CORPSENSE at the checkout at www.brandft.co.uk

AR Principal Development Programme

For AR Principals wanting to increase their understanding of strategic planning and risk management, we offer support for CII J07 and AF6 exams.

In 2016 we are running two 10-week webinar courses for J07 and AF6 (Jan – April and July – October) which will help prepare candidates for the exams.

During 2016 we will also be running a Leadership and Strategic Management lecture programme for AR Principals and Practice Managers.

Support for CII Corporate Chartered Status

The IFA sector is changing, and our role in it is to provide tangible support and assistance to advisory firms looking to prosper from the modern financial services landscape. We have therefore introduced support for CII Corporate Chartered status.

At the heart of the CII’s Chartered status for firms is the desire to help the insurance and financial advice disciplines to improve standards of knowledge and behaviour and, in turn, levels of professionalism.
This is achieved by creating a framework that encourages and supports firms as they strive to raise standards of capability and ethical practice.

A Corporate Chartered title is a commitment to an overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and employees.

For firms with over £200,000 annual turnover who qualify for CII Corporate Chartered status, we will pay the annual fee. In addition, our Professional Adviser Development Programme forms part of a fast track application process.

Pensions Management Institute accredited CPD

Sense has been instrumental in creating the CPD accreditation for Pensions Auto Enrolment with the PMI. Coupled with the additional training support we give to advisers wanting to take the PMI Certificate in Auto Enrolment, all of our pension and retirement related Keynote content has been PMI accredited.

Trailblazer Apprenticeships

Sense has taken a key role in the development of trailblazer apprenticeships within the financial services sector. With the Administrator and Paraplanner trailblazer standards already approved, Sense will be heavily involved in the design of two further trailblazer apprenticeship standards for financial services in 2016. During 2016 we will be supporting AR Firms in the development of their apprentices. If you would like to know more about our Apprentice Development Programme please email events@sense-network.co.uk

CII Accredited LogoCII and NSAFS accredited training

Our professional development programme is underpinned with at least 35 hours of content delivered by a trainer accredited by the Chartered Insurance Instutute and the National Skills Academy for Financial Services. Each of the six live modules will have at least 2 hours of CII and NSAFS accredited training content with additional accredited content available throughout the year through the webinar programme.

National Skills AcademyCII and NSAFS accredited trainers are required to demonstrate a high standard of technical knowledge, training ability and industry experience. Each trainer has been successful in a rigorous, independent review, benchmarked against standards which include:

  • Relevant subject and sector knowledge
  • Training design and delivery skills
  • Course planning and organisational skills
  • Professionalism

Training and development coaching

Our risk-based approach to supervision delivers training and coaching through regular development meetings, role plays, ad hoc assessments, live observations and web conference training.

Records of these interactions are recorded in CII Financial Assess or CII Mortgage Assess, ensuring that you have easy access to review notes and the outcomes of training.

CII Financial Assess and CII Mortgage Assess

Financial Assess and Mortgage Assess are targeted technical training and assessment tools designed to assist you with your training and competency programme. They also provide a centre for recording CPD activity and keeping track of your CPD year and SPS renewal.

Following completion of a gap analysis, you can select from a variety of learning tools ranging from simple reading to full interactive courses.

Once completed, the learning can be validated through a short test and the activity is automatically populated onto the CPD record.

In addition to this, the system facilitates supported learning through the T&C function, enabling T&C Supervisors to schedule specific tasks based on data from your KPIs.

Financial Assess

Financial Assess offers a comprehensive, coordinated range of technical training and assessment tools designed to keep those providing financial advice and supporting staff up-to-speed with technical, market and regulatory issues.

We provide you with full access, without charge, to all of the available system tools including:

  • Knowledge Assessment System
  • Record keeping and management information
  • Technical learning material
  • Interactive tutorials

Mortgage Assess

Mortgage Assess is an online system designed to help the mortgage industry improve its commercial performance, enhance levels of customer care, and importantly, assist in meeting the Training and Competence requirements of the FCA.

Modular in structure, it covers all aspects of mortgages and the home buying process including regulation, insurances and repayment vehicles.

In addition to the features listed above, Mortgage Assess also gives you access to Key Facts modules. As with Financial Assess, this is brought to you without charge if you are registered as a mortgage adviser with Sense.


  • Open, truthful, forward thinking with exceptional standards. What more could my clients and I as a business owner ask for.

    Stuart Belcher, Principal, Resolve Financial Solutions Ltd, Surrey
  • Once again a very good session put on by Sense. Always book on these courses and happy from the learning outcomes

    Matthew Thompson, Independent Financial Adviser, Revolution, St Helens
  • The content at all Sense meetings is very good. As an adviser developing a business, the input is particularly useful.

    Simon Weldon, Principal, Weldons, Fleet
  • I have some experience of being with bigger networks. No one knew me or actually cared. This is not the case at Sense where it is very personal and you are made to feel part of a team.

    Darren Long, Principal at Engage Wealth, Chester
  • Compared to where we came from Sense are light years ahead and adopt a “can do” approach to our business needs.

    Keith Robertson, Principal at Harrington Robertson, Cheshire