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FTI in franchise deal to attract more trainers

The Financial Training Institute is franchising its business to increase the number of trainers.

FTI offers companies personal finance training courses for their employees. It works with firms such as BAE Systems, Astra Zeneca and Shell as well as various NHS trusts and county councils.

FTI wants to recruit another five trainers who will probably have trained as IFAs.

If anyone attending the courses wants to see an IFA, FTI can refer them to a number of companies in the North-west and the Mid-lands, including Pos-itive Solutions, Inter-All-iance, Berkeley Berry Birch and Clarkson Hill. FTI’s trainers are paid from referral fees rec-eived from IFAs for new clients.

FTI helps employees understand their financial situation at different stages of their career, covering pensions, mortgages and retirement planning.

It advises employees on redundancy and more complex areas such as tax and inheritance planning.

Managing director Mich-ael Mawdsley says: “We want our trainers to work as self-contained units so we can concentrate on getting more people out and about in the future.”


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