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 (whilst getting those CPD hours in) with our online educational tool. 

Compare Plans Or give us a call today on 020 3696 9700.
We're ready to help.

HOW Learn WORKS

1
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 and Adviser) and on-site training - up to 7.5h
  • Explore the past, present and future of funding
  • Support clients beyond their initial transaction
2
Complete at your own pace
Whether you are new to funding or just want to brush up on previous knowledge, Learn has the knowledge you need.
  • Rich insight spread across two courses, Core and Adviser
  • Real world scenarios
  • Downloads and print outs to take away
3
Learn through interactive case studies and quizzes
Everyone has a different pace of learning. Complete the bitesize modules at your own pace.
  • Retake modules any time for a quick refresher
  • Individual test points to build your knowledge
4
Get your Capitalise Certifications
Show clients that you have the knowledge to support them through their funding journey with our Capitalise Core and Adviser Funding Certifications.
  • Successfully complete all Core and Adviser modules
  • 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. 

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.

Compare Features

starter
  • Training for your team: On demand
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • CPD hours: Up to 7h
  • Licences: 1 included
partner
  • Training for your team: Online in a group
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • CPD hours: Up to 7.5h
  • Licences: 2 included
pro
  • Training for your team: Onsite tailored
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • CPD hours: Up to 7.5h
  • Licences: 5 included
enterprise
  • Training for your team: Onsite tailored
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • CPD hours: Up to 7.5h
  • Licences: Unlimited

CHECK OUT OTHER FEATURES

MARKETPLACE

Access to 100+ lenders

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.

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PLAYBOOK

Build a service line around funding

A 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.

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CAPITALISER

Get the latest funding, product and event updates

Everything 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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