Fill your funding knowledge gap
Whether new to funding or brushing up on existing knowledge, Learn takes you through what you need to know about funding to support your clients with accessing funding.
Learn the funding market, how to start conversations with clients and get Capitalise certified (whilst getting those CPD hours in) with our online educational tool.
Training for your team to proactively discuss funding
Stack up those CPD hours with our Learn modules (Core, Adviser and Mastery) and on-site training - up to 11h
Explore the past, present and future of funding
Support clients beyond their initial transaction
Rich insight spread across three courses, Core, Adviser and Mastery
Real world scenarios
Downloads and print outs to take away
Retake modules any time for a quick refresher
Individual test points to build your knowledge
Successfully complete all Core, Adviser and Mastery modules
Download and share your Certification Badges
Receive certificates — framed, signed & stamped
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Training for your team: Online in a group
Access to 23 lessons across five modules
Progress tracking
Capitalise Core Certification
Capitalise Adviser Certification
Capitalise Mastery Certification
CPD hours: Up to 10.5h
Licences: 1 included
Training for your team: Online in a group
Access to 23 lessons across five modules
Progress tracking
Capitalise Core Certification
Capitalise Adviser Certification
Capitalise Mastery Certification
CPD hours: Up to 10.5h
Licences: 2 included
Training for your team: Onsite tailored
Access to 23 lessons across five modules
Progress tracking
Capitalise Core Certification
Capitalise Adviser Certification
Capitalise Mastery Certification
CPD hours: Up to 11h
Licences: 5 included
Training for your team: Onsite tailored
Access to 23 lessons across five modules
Progress tracking
Capitalise Core Certification
Capitalise Adviser Certification
Capitalise Mastery Certification
CPD hours: Up to 11h
Licences: Unlimited
Businesses are 4x more likely to get funding with guidance from an accountant. We have a fast, fair process and intelligent matching to banks, alternative finance and independents.
Tell me moreA 90 day programme that trains, supports and helps you roll out funding as a service line in your practice. For the firm that is serious about funding.
Tell me moreEverything from you'd want from a newsletter PLUS competitions, treats and even collateral to help you promote funding to your clients.
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