Expand your funding knowledge

CPD-certified online learning for your team

Learn the funding market, how to start conversations with clients and get Capitalise-certified (and getting those CPD hours in) with our online educational tool. 

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Or give us a call today on 020 8038 2214. We're ready to help.

Illustration of a person in a blue coat climbing colorful podiums labeled with "C" badges, holding a briefcase.

CAPITALISE IS TRUSTED BY 150K+ UK BUSINESSES

  • 2,000 accountant users

  • £2bn in funding approved

  • 100+ lenders in the UK

  • Regulated by the FCA since 2015

How learn works

  • 1
    Course interface showing "Mastery" with 60 min estimated time, 12 lessons, CPD certified 4 hours, and a "Next Lesson" button.

    On-demand through our platform

    • Expert-led insight into the funding market, products and process to enable your team to spot and progress new opportunities.

    • 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

  • 2
    Illustration of a person in sports attire holding a stopwatch, next to a screen showing an online lesson prompt about funding.

    Complete at your own pace

    • Rich insight spread across three courses, Core, Adviser and Mastery

    • Real world scenarios

    • Downloads and print outs to take away

  • 3
    Illustration of a businesswoman with a shop and a thought bubble. Text asks about acquiring help for her business. Icons of thumbs up and charts.

    Learn through interactive case studies and quizzes

    • Retake modules any time for a quick refresher

    • Individual test points to build your knowledge

  • 4
    Certificate of Completion with a green border, awarded to Jude Smith for becoming Capitalise Mastery Certified, dated 22 June.

    Get your Capitalise Certifications

    • Show clients that you have the knowledge to support them through their funding journey with our Capitalise Core, Adviser and Mastery Certifications.

    • Download and share your Certification badges

    • Receive certificates — framed, signed & stamped

Ready to get started?
Book in a consultation and start accessing 100+ lenders with one application.

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Benefits of learn

  • 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.

  • Better support your clients

    Clients are increasingly turning to their accountants for guidance when it comes to funding. Learn gives you the insight to support them through the funding process.

  • Refresh your knowledge any time

    Available straight on our platform, you can access, complete and revisit Learn as many times as you like. Access Learn again and again.

  • Evidence your new skills

    Share your certification badges on social and your firm's website. Use funding expertise to climb up the career ladder and differentiate yourself from the crowd.

Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors

Joe David

Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does.

Phil Burnell

With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.

Alan Woods

Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors

Joe David

Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does.

Phil Burnell

With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.

Alan Woods

Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors

Joe David

Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does.

Phil Burnell

With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.

Alan Woods