Our 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 2018 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 2018 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.


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 on a weekly basis throughout the year, covering a wide range of topics.

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

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 who meet a specified annual turnover threshold and who qualify for CII Corporate Chartered status, we will pay the annual fee.

CII Accredited LogoCII 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