Training
An accreditation pathway recognising advisers and organisations who demonstrate the skills, empathy and commitment needed to serve SEND families with confidence and care.
Our training is the first of its kind in the UK
Starting with an overview of Special Needs Planning, we take you and your organisation or clients on a journey to understand the nuances, complexities and pitfalls of financial planning for SEND families.
All our training is delivered by experts in their field. We draw on Professionals from multiple professions when we deliver our training and always, always have a parent voice to learn from.
Case studies form a key part of our learning – we know that nothing helps us learn better than a real-life example.
We believe that everyone should have the opportunity to learn about special needs and disabilities and the impacts that it can have when planning for secure financial futures.
Start your
SENDA journey
Contact us to discuss your training needs
Our Training Courses
Introduction to Special Needs Planning
What’s Special Needs Planning all about?
This course is designed to spark your interest in all things special needs & disability planning. Maybe you have just taken on a client who has a family member with a disability? Maybe you think this seems very niche? Perhaps you have a personal interest in this area and would like to expand your professional knowledge?
Whatever the reason, this course will provide an excellent starting point to develop your expertise when working with families with additional and unique needs.
Get it right and you can change a family’s and individual’s life; get it wrong and it could lead to detrimental circumstances and foreseeable harm. Because traditional financial and estate planning can fail SEND families. Why? Sign up and find out more!
This training is designed for professionals and practitioners. It is provided for educational purposes only and does not constitute financial, legal, or regulated advice, nor is it intended for use by consumers or members of the general public.
Who It’s For
Financial advisers, paraplanners, wealth managers, solicitors, Court of Protection teams, insurance and charity professionals. No prior SEND experience required.
Professional Outcomes
Please note: Completing this course does not imply SENDA accreditation, endorsement, recommendation, or regulated advice status.
What’s included
Video training included:
Course materials:
Pathway to Certification
This is an introductory course only. The SENDA Foundation Course and SENDA Community Membership are the entry points to the SENDA development pathway and prepare you for the SENDA Certified Adviser Programme (in development)
Important note:
This training is designed for professionals and practitioners. It is provided for educational purposes only and does not constitute financial, legal, or regulated advice, nor is it intended for use by consumers or members of the general public.
FAQ
What you’ll learn
Reserve your seat for our next live webinar
SENDA Foundation Course
Why this matters
Standard planning often misses blind spots around benefits, capacity, vulnerability, wider family involvement and long-term provision. This course provides the insight and structure needed to handle these conversations with confidence.
Who It’s For
Financial advisers, paraplanners, wealth managers, solicitors, Court of Protection teams, insurance and charity professionals. No prior SEND experience required.
Professional Outcomes
Please note: Completing this course gives you a pre certified, community member status and does not imply SENDA accreditation, endorsement, recommendation, or regulated advice status.
Pathway to Certification
This is the entry point to the SENDA development pathway and prepares you for the SENDA Certified Adviser Programme.
What’s included
Video training included:
Course materials:
What you’ll learn
Important note:
This training is designed for professionals and practitioners. It is provided for educational purposes only and does not constitute financial, legal, or regulated advice, nor is it intended for use by consumers or members of the general public.
FAQ
Bespoke In-House Training
Overview
We offer bespoke, in-house webinars for companies looking to upskill and engage their colleagues or for organisations looking to provide training to their clients or members. We find that applying the Special Needs Planning lens to the way in which companies work is a fascinating opportunity for companies and their employees to think carefully about how they engage with SEND families and what services they can offer to support their unique needs, adhere to Consumer Duty requirements and ensure an excellent customer service that leads to repeat business and referrals.
What training do we offer?
Who do we work with?
Our Course Structure
Senda Certified Training
Sign up to join the waitlist and be first to hear about the certification & accreditation route.
Overview
What certification do we offer?
Who will the certification be for?
Why train with SENDA?
Flexible learning options
Take a foundation course online or license the course for your organisation.
Flexible pricing options
A range of prices to suit every budget and client, from IFA to large corporate.
Bespoke training
Let’s come in-house and train your team. All our courses can be made bespoke to your organisation.
CPD
Our foundation and advanced courses are all available with CPD.
Upskilling & engaging your teams
Our courses receive 5* feedback. Attendees leave feeling motivated and ready to make clients feel they’re in safe hands.
Post training support
Our training doesn’t stop with the last PowerPoint slide. We can offer ongoing expert guidance, casework and advanced training.
