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Welcome to the homepage of PRISM training and development.

The site is dedicated to financial advisers, consultants and planners... in fact anyone who has a role in the profession (or industry) and/or who wishes to progress their career.

The site focuses on continuing professional development and maintaining professional development by way of examination preparation, learning documents, practical hints and tips to help you to develop and support via e mail and telephone.

By enrolling on to our PATH to professional adviser programme you can learn how to become a financial adviser and we may be able to assist you in securing a position within a financial services company. This will be subject to status, availability of positions and educational background as well as the fit and proper test as defined by the Financial Services Authority.

Our function is to assist you to understand and apply the knowledge learned from your chosen subjects. This may be as a means of helping you to achieve the Certificate in Financial Planning, the Diploma in Financial Planning or the Advanced Diploma in Financial Planning. We may even be able to help you to achieve Associateship or Chartered Financial Planner status.

The fees for each subject you undertake will be dependent upon the subject:

  • For each Certificate subject the fee is £25 plus VAT. The fee includes access to the multi choice question bank, learning materials and support.
  • For each Diploma or Advanced Diploma subject the fee is £40 plus VAT inclusive of benchmark tests, QWEAKs, case studies, a mock examination and e mail support.

A word about our philosophy

We also offer revision events at well below rates charged by many providers without losing quality or service. Here at PRISM our objective is to have satisfied clients and if this happens we make profit. We believe that making clients the objective of our business has a different focus than making profit the objective... that only works in the short term.

If you still wonder whether we are right for your learning contact us online or give us a call on 01324 832820


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Certificate in
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Certificate in Financial Planning
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Diploma in
Financial Planning
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Advanced Diploma in
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Degree in
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