Looking to own your financial advice business?
We can help you get there with our dedicated training programme
We can help you get there with our dedicated training programme
Get ready
Get ready to head up your financial advice business with our learning and development programme for business leaders.
At The Openwork Partnership, we call the owners of the advice firms in our network ‘Principals’. These people are the cornerstone of our partnership, playing a vital role across our organisation as drivers of growth and role models for others.
Become an advice leader
Our dedicated training programme for aspiring owners of advice businesses is called Route to Principal. It’s a fast track for advisers in our network who want to set up or run their own firm.
The programme provides core development, mentoring and consultancy, drawing on expertise from across our network.
Whether you’re already part of a succession plan or starting a business from scratch, Route to Principal is specifically designed to set you up for success as a new business owner.
How do we structure our leadership training programme?
How do we structure our leadership training programme?
Why train with The Openwork Partnership?
Building and owning a successful business can be immensely rewarding, but it involves a huge amount of work and determination.
Our Route to Principal programme is designed to give you the confidence, expertise and resources to take on the challenge of owning your business, giving you the best possible chance of success in your early days.
Don’t just take our word for it. The Route to Principal programme is accredited by the Chartered Insurance Institute (CII), a prestigious accolade in financial services.
CII Logo
Our training adheres to the highest standards, underscoring our commitment to supporting the advisers in our network, whatever their ambitions.
You can find out more about accreditation on the CII website.
