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Bluefin site helps advisers create training package

Bluefin is creating a website offering adviser training facilities and professional qualifications development.

The site, which is set to launch at the end of April, will use a points system to enable advisers to create their own bespoke support training package and monitor their progress.

It will offer a range of training tools, including exams, e-learning resources and materials for the revision of topics such as investment, planning for retirement, post-retirement and life and protection.

The website will also feature Bluefin Vision, the group’s online TV channel, which is used as an education tool.

The new site is being developed to enhance this channel and provide a more interactive range of training and support solutions using a new software package from Atlantic Link.
Bluefin says the initiative has been financed by private sponsorship.

Alongside this, the group is also set to launch an enterprise programme backed by Intelligent Office which will retrain advisers in core advice processes and fact-finding skills.

Director of training and development Richard Stokes says: “We will be giving each adviser an amount of ‘currency’ each year that they can spend on different levels of support through the site we are creating.

“The support will enable them to create their own bespoke package and is based on the idea that advisers have their own preferred learn- ing styles.

“Some will like e-learning, some will like workshops and some will prefer the textbook approach.”


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