Brokerplan Academy

About Us

The Brokerplan Academy provides multiple opportunities to launch and establish a business. Having already helped over 200 entrepreneurs expand into financial services, we are continuously adding to the business tools available to make it as easy as possible for you to do the same. Although the Academy’s propositions are mainly related to financial services, there are differences in the routes to market, regulatory implications, lead generation and qualifications and authorisations. Whichever option you select, you will be provided with the essential foundations via training, access to systems, and the support needed to quickly establish your business and generate revenue.

Launching a business within financial services involves multiple hurdles, which the Brokerplan Academy can assist in overcoming, and depending on the product selected, may include the following:

• Regulatory (inc. FCA) authorisations
• Lender/Provider relationships
• Solution sourcing (systems)
• Deal structuring
• Advice process & administration
• Deal processing
• Branding & online presence
• Continuous professional development (CPD)
• Business launch & ongoing training
• Business development and network support

The Academy has everything in place to smooth the launch process and allow partners to start trading within a matter of weeks. In addition, the Academy has developed a roadmap for each of the network options to provide direction and highlight milestones and targets to aim for and achieve during the challenging first 12 months of trading.

Marketing & Lead Generation

We will train you to build relationships with prospective clients, collaborative partnerships and professional introducers to develop and build a pipeline of repeat and referral business opportunities.

With over 200 existing network partners from which to draw original ideas, tried and tested methods, and best practices, you will be able to build your own business by learning from the past successes of others.

Training, Guidance & Support

Partners will be provided with training, including a business launch programme, ongoing regular webinars, live Q&A sessions, access to tools to ensure continuous professional development (CPD), and technical training from lenders, and service providers (including systems training).

In addition to formal training, guidance and support are provided as required. This will include templated documents such as business plans, mentoring and deal shadowing, the pathway to success, role plays, social media guidance and support, general business development support, sales training, and compliance.

Business tools include an access CRM system, marketing collateral, a proprietary sourcing system, an online modular training programme, a company intranet, and an electronic operations manual.

Franchisee Requirements

We welcome applicants from any business background, without the need for prior experience or qualifications in the finance sector. Brokerplan is ideal for enthusiastic and driven individuals who want to build their own sustainable businesses.

You will be required to satisfy our fit and proper onboarding process and be able to operate professionally and with integrity in a regulated market.