Last week, Courtiers gathered for the first “Knowledge Exchange” of 2024. Held twice a year at the Courtiers Auditorium in Witney, this internal event is an opportunity for colleagues to get together and share insights across the company, ensuring the business remains aligned and at the pinnacle of learning throughout.
Discussions across teams covered investment information, potential tax changes and how Courtiers can continue to develop and provide an outstanding experience.
As Gary recently pointed out, Courtiers knows that its success is its clients’ success. Delivering continuity and working together ensures everyone in the business – wherever they’re based in the UK – keeps Courtiers connected and up to date.
The Knowledge Exchange, and how it feeds into the Courtiers Education Academy, fuels development and drive throughout the company to maintain a progressive culture and mindset.
Embracing personal and professional development at all levels, the Courters Education Academy drives continuous improvement and creates an inspiring work environment.
While we encourage professional development across all teams, Trainee Advisers and Paraplanners are guided to accomplish the CII Diploma in Regulated Financial Planning (DipPFS) through a structured training programme. The Courtiers Auditorium in Witney is an authorised CII exam centre.
Gary likened the focus on education to how we support junior groups in the Rams via sponsorship;
“We carry the same philosophy [of education and continuous learning] into Rams Rugby Club. Rams looks to give state school children the opportunity to realise their full potential and to the same standards that the private sector offers its pupils. This is how Courtiers and Rams does its bit for ‘levelling up’.”
Following each Knowledge Exchange, we issue each attending employee an authorised digital certificate, which contributes towards their continued professional development (CPD).
Courtiers consistently tailors financial planning solutions to benefit you. Through events like Knowledge Exchange, Courtiers Advisers, Investment Analysts and supporting teams are always aligned, informed and up-to-date on investment, pension and lifetime cashflow management.