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.
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Brokerplan Academy Case Study: Harry Singh – Business Partner
Harry Singh of Veer Capital joined the Brokerplan Network in September 2018 under our commercial finance package. What was the deciding factor when you originally joined the Brokerplan Academy? I was looking at opening my own business and I was researching dif...
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Brokerplan Academy: Half Price & Fully Refundable Fees | Limited Time Only
17th October 2022For a limited time only we are offering an incredible deal to professionals looking to kickstart their career in financial services. If you commit to set up your brokerage by 30th December 2022 you could: Pay 50% of the standard package price Receive a full re...
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Advice for new brokers – Here’s what our partners say
6th September 2022We asked 4 of our network partners what the most important thing to know when you become a broker is. Getting started on your own, whether you have experience or are completely new to the industry, can be challenging and sometimes lonely without the right team...
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Brokerplan shortlisted for ‘Broker Network of the Year’
6th September 2022Brokerplan Academy are delighted to announce that we have been shortlisted for ‘Broker Network of the Year 2022’ in the National Association of Commercial Finance Broker’s (NACFB) annual broker awards.
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"I would like to take this opportunity to thank all of the Brokerplan team for a very informative and professional couple of days training. It was a lot of fun and extremely enjoyable. Even though I have some experience in the sector I have learned so much. It ..." Read More...
Tony F
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"A really useful and informative couple of days. I am fortunate to have a background in commercial finance with a high street bank, but the training opened my eyes to the wealth of alternative lenders in the market and their flexibility in providing funding. Th..." Read More...
Chris H
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"An energising 2 day training to get Business Partners up to speed on the Commercial Finance opportunity, marketing techniques, sales approach and product knowledge. It was a pleasure to meet all the back-office team and the Product Champions within Brokerplan...." Read More...
Ajmer B
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"Many thanks for the very informative and in-depth sessions on product areas delivered by the specialists from the broker plan team. I gained a good insight through looking into the case studies to give a real feel for the types of deals being worked on within ..." Read More...
Kirren B
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"The Brokerplan training has been such a fantastic and pleasant experience from start to finish, I really enjoyed it. The trainers conducted the 3-day course in a professional and easy to understand way from start to finish, providing us with the most valuable ..." Read More...
Özgen H
Would You Like to Know More?
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Add to Request List There is no cost or obligation associated with this service.Key Facts:
- Available across the UK
- Business Opportunity
- £6,995
- Yes
- Yes
- Yes
- Yes
- From £199 per month
- 80000
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