Our Mission & Vision

Founded in 2020, Financial Consulting Courses emerged from a recognition that the financial consulting industry needed accessible, practical, and comprehensive training programs. Our mission is to bridge the gap between theoretical knowledge and real-world application in financial consulting.

We believe that exceptional financial consultants are made, not born. Through carefully designed curriculum, expert instruction, and hands-on learning experiences, we equip professionals with the skills, confidence, and credentials needed to excel in this demanding field.

Our vision extends beyond individual success. We aim to elevate the entire financial consulting profession by raising standards, promoting ethical practices, and fostering a community of skilled professionals committed to serving their clients with integrity and expertise.

Financial consulting education

Our Core Values

🎯

Excellence

We maintain the highest standards in curriculum development, instructor selection, and student support to deliver exceptional educational experiences.

🤝

Integrity

Ethical practice is the foundation of financial consulting. We instill strong ethical principles in every aspect of our training programs.

💡

Innovation

We continuously update our courses to reflect the latest industry trends, technologies, and best practices in financial consulting.

🌟

Student Success

Your success is our success. We provide comprehensive support, resources, and guidance to help you achieve your professional goals.

Meet Our Expert Team

Our instructors are accomplished financial professionals with decades of combined experience in wealth management, investment strategy, and client advisory services.

Team member 1

Victoria Harrington

Lead Instructor - Wealth Management

With over 15 years of experience in private wealth management, Victoria specializes in estate planning and multi-generational wealth transfer strategies. She holds a CFP certification and has managed portfolios exceeding £500 million throughout her career.

Team member 2

Sarah Montgomery

Senior Instructor - Investment Strategy

Sarah brings 12 years of institutional investment experience from top-tier asset management firms. She excels at portfolio construction, risk management, and teaching complex investment concepts in accessible ways. CFA charterholder with expertise in alternative investments.

Team member 3

James Pemberton

Director of Client Advisory Programs

James built and led client advisory teams at major financial institutions for 18 years. His expertise in client communication, behavioral finance, and relationship management has helped hundreds of advisors enhance their practice and client satisfaction scores.

Team member 4

Elizabeth Thornton

Instructor - Financial Planning

Elizabeth is a chartered financial planner with 10 years of experience helping clients achieve their financial goals. She specializes in retirement planning, tax optimization, and comprehensive financial analysis. Known for her practical, client-focused teaching approach.

Team member 5

Robert Ashford

Course Director & Founder

Robert founded Financial Consulting Courses after 20 years as a senior financial consultant and educator. His vision of accessible, practical financial education drives our curriculum development. He holds multiple industry certifications and has trained over 2,000 financial professionals.

Our Impact in Numbers

2,500+
Professionals Trained
95%
Student Satisfaction Rate
75+
Course Modules
40+
Countries Represented

Ready to Join Our Community of Successful Financial Professionals?

Take the first step toward advancing your financial consulting career with expert-led training.

Get in Touch Today