Expand your funding knowledge

Online learning for you and your team

Learn the funding market, how to start conversations with clients and get Capitalise certified with our educational online tool.

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We're ready to help.


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
  • Explore the past, present and future of funding
  • Support clients beyond their initial transaction
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 over 11 digestible modules
  • Real world scenarios
  • Downloads and print outs to take away
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
Get your Capitalise Certification
Show clients you have the knowledge to support them through their funding journey with our Capitalise Funding Certification.
  • Successfully complete all 11 modules
  • Download and share your Certification Badge
  • Receive certificate — framed, signed & stamped


Access 100+ lenders with one application. Start a funding search today.


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.

Try before you buy

With the first module for free, you get a flavour of the overall course. Just sign up and get learning. 

Compare Features

  • Depth of learning: 1 courses
  • Cloud hosted learning tool
  • Licenses: £95/license
  • Depth of learning: 11 courses
  • Cloud hosted learning tool
  • Access to 11 lessons across two modules
  • Progress tracking
  • Capitalise certification
  • Licenses: 5 included
  • Depth of learning: 11 courses
  • Cloud hosted learning tool
  • Access to 11 lessons across two modules
  • Progress tracking
  • Capitalise certification
  • Licenses: Unlimited



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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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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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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