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Offering the best financial courses and programs!

Welcome to Source - Finance Academy!

Being a qualified financial advisor promises a bright future and career ahead. There are tons of financial advisors out there in the market but only a small part of them meet the professional standards. Source – Finance Academy is a reputed financial academy which offers complete training of financial advisors. We tame advisors to meet the required professional standards while rendering their services.

Source organizes various activities, programs, seminars courses and training sessions to tame financial advisors and offer them experience which is essential! 

What makes us special?

When it comes to training of financial advisors, there are many options for advisors to try out but still most of them recommend us due to various reasons. We have always stood out of the box and rendered excellent training to advisors. Here are some reasons to say YES to us!


Training by experts

The training sessions which are undertaken by Source – Finance Academy are under the guidance of expert financial advisors. Our mentors have already got years of experience in financial advising and they make a dedicated effort to pass on the traits to you 


Affordable courses

Our seminars and training sessions are backed up with affordable fee slabs. They are pretty reasonable according to other similar courses offered in market but they outrun the quality of training by a big margin! 


Financial advisory standards

There are certain professional and market standards which an advisor must meet. Whether you are dealing with an individual or a big firm, professionalism, approach and working style really matters a lot! Our programs and seminars include various activities to polish and enhance your skills including client handling, time management etc.


Fun filled teaching methods

Unlike orthodox and boring seminars and training sessions, our programs are fun filled with activities and ensure that you don’t doze off during the program. 

What courses do we offer?

Source – Finance Academy offers a range of financial topics whose knowledge is a must for any financial advisor. Here is a list of courses which you can pursue from us!

  Pension Planning – Help your clients in planning a secured future during old age with regular pension plan. We will teach you various methods to plan the amount of pension you want to have!    Investment Planning – Attain the required knowledge from us through this course on how to help your clients in investment planning. Learn the factors to check out before making any investment.
Mortgages – Mortgaging property tricks, tips and advises are taught in our courses to give you knowledge of different types of mortgage schemes and the best practices. Equity Release – Make the most out of your vacant property! Learn about various types of equity release schemes which you can suggest to your clients.
Critical Illness Protection – Get the required cover for treating while securing yourself from financial losses during critical illness.   Savings Plans – Gain knowledge about the best saving plans which offer the highest return on investment.

Get in touch with us today!

Interested in one of our courses, then simply call us today and enroll yourself to be a better version of a financial advisor. Visit our website for more information.


Just wanted to express my appreciation for you sharing your time and wisdom with me through the financial trainings that I followed. I especially enjoyed the training on equity release as it helps me to help others obtain financial peace of mind.
Ethel B. Keithley


We are so proud of the wonderful feedback that we have received from our students. Read some of the comments here!

I have recently attended a seminar on equity release offered by this Academy and I must say that I have become richer! I have learned about the many ways equity release can enrich your life after retirement and through their wise words of wisdom, I am now enjoying a better retirement.
Nicholas K. Langley

  • 119 High Street
  • Winchester
  • SO23 9AS
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