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Tailored training plans

For advisers, paraplanners and administrators.

Bespoke training

Based on adviser feedback, we have developed three training plans for key roles within adviser firms.

Each plan includes a selection of videos, articles, guides and documents that are most relevant to that role and are designed to provide a tailored introduction to our platform.

Financial adviser

Hand picked articles, guides and documents chosen to help you get the most out of the platform and support you giving great advice.

Paraplanner

Tailored training to help you use the platform efficiently and feel confident when using some of our most popular features and processes.

Administrator

A selection of training material that will help you familiarise yourself with the platform and key information to get you up and running.

10 ways our technology platform can save you time and money

The Quilter platform enables advisers to speed up their everyday processes, helping you to save time and money. Discover the key features of our platform for advisers.

Key features of our platform

Learning resources

Looking to perfect your platform skills? Learn how to use the platform with our specialist training videos and guides.

How to guides