Empowering minds, unleashing potential
Find an adviserUnlock a world of development opportunities
The Business School is the centre of excellence for learning and development at the heart of The Openwork Partnership.
We offer a wide range of learning opportunities from professional qualifications and technical training to skills development. Everything we do is designed to support the long-term careers and success of our advisers.
Why learn with the Business School?
First-in-class development for advisers
Industry-leading courses, structured learning pathways and exclusive opportunities delivered by our team of experts and trusted external partners.
No barriers to engagement
Whether you’re just starting your journey, looking to grow your skills or step up and become a principal, the Business School is open to everyone in our network.
Dedicated support for future-focused firms
Expert guidance that helps business owners scale, succeed and create legacies to be proud of.
Flexible learning that fuels success
Our inclusive, collaborative approach ensures our development experiences are focused on your needs and ambitions.
Lifelong learning for everyone in our network
Start your career in financial advice
If you're new to the profession, we help you achieve the qualifications you need to become a financial adviser. We’ll help you attain a Level 3 Certificate in Mortgage Advice, a Level 4 Diploma in Regulated Financial Planning, or a Level 4 Award in Protection Advice (depending on your aspirations).
We also help you attain the license you need to advise retail clients and develop the soft skills essential to building and maintaining trusted relationships with clients.
Our Academy programme combines all the above into a single intensive course for new advisers. We help mortgage and protection advisers qualify in 7 months and wealth adviser qualify in 12 months.
Tailored development for seasoned professionals
If you’re an experienced adviser, we can help you achieve a range of advanced qualifications like the CII Level 6 Advanced Diploma in Financial Planning and the CISI Level 7 Diploma in Wealth Management.
We also support experienced advisers to achieve chartered status, and we offer guidance on how to attain and progress your membership of the Personal Finance Society (PFS).
We also offer two proprietary courses for business owners in our network:
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Partnering for Growth, our business development programme that empowers business owners to deliver accelerated growth over a 12-month period.
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Route to Principal, our CII-accredited programme that gives the principals of tomorrow the skills, drive and entrepreneurial mindset they need to create a truly outstanding business.
Lifelong learning for everyone in our network
If you're new to the profession, we help you achieve the qualifications you need to become a financial adviser. We’ll help you attain a Level 3 Certificate in Mortgage Advice, a Level 4 Diploma in Regulated Financial Planning, or a Level 4 Award in Protection Advice (depending on your aspirations).
We also help you attain the license you need to advise retail clients and develop the soft skills essential to building and maintaining trusted relationships with clients.
Our Academy programme combines all the above into a single intensive course for new advisers. We help mortgage and protection advisers qualify in 7 months and wealth adviser qualify in 12 months.
If you’re an experienced adviser, we can help you achieve a range of advanced qualifications like the CII Level 6 Advanced Diploma in Financial Planning and the CISI Level 7 Diploma in Wealth Management.
We also support experienced advisers to achieve chartered status, and we offer guidance on how to attain and progress your membership of the Personal Finance Society (PFS).
We also offer two proprietary courses for business owners in our network:
-
Partnering for Growth, our business development programme that empowers business owners to deliver accelerated growth over a 12-month period.
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Route to Principal, our CII-accredited programme that gives the principals of tomorrow the skills, drive and entrepreneurial mindset they need to create a truly outstanding business.
Ready to run your own firm?
Becoming a Practice Principal is a big step, but you don’t need to make it alone. Route to Principal (R2P) is our flagship, CII‑accredited programme designed to turn experienced advisers into confident business owners.
Across a focused 10‑month journey, you’ll build the commercial skills, leadership mindset and strategic clarity needed to launch, acquire or run a successful financial advice business. With blended learning, practical tools and guidance from expert trainers and experienced Principals, you’ll develop a real‑world business plan you can put into action straight away.
You’ll also join a powerful peer network that continues long after graduation, a community of future Principals who share ideas, challenges and support as they grow their firms.
R2P gives you:
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A clear business vision and leadership identity.
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Confidence in financials, marketing, operations and team building.
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A robust, practical business plan.
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Access to mentors, experts and a long‑term alumni network.
Take the next step with the structure, support and confidence to succeed. Let’s build your business future together.
Mortgage to wealth video 2
Turn mortgage customers into lifelong clients
If you're a mortgage adviser, you already guide people through one of their biggest financial decisions. By adding wealth advice, you can support them far beyond the mortgage and help them build long‑term financial security while growing a stronger, more resilient business.
With The Openwork Partnership, getting started is straightforward. We'll help you achieve your Level 4 Diploma and full permissions in as little as 12 months. Once qualified, you’ll have access to 50 leading wealth providers — including Omnis Investments, our exclusive investment solution.
Integrating wealth transforms you from a mortgage specialist into a trusted financial partner. It deepens your relationships, creates stable recurring revenue and helps your firm stand out in a crowded market — all while giving clients the convenience and confidence of having one expert looking after their full financial picture.
Adding wealth advice helps you:
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Build deeper, lifelong client relationships.
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Create predictable, recurring revenue.
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Differentiate your brand in a competitive market.
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Offer clients a simpler, joined‑up financial experience.
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Future‑proof your firm against market and regulatory shifts.
Your clients want more than a mortgage. They want a secure financial future. With our help, you can give them both.
Mortgage to Wealth Video 1
