Collaborative Refresher Training – 30 June 2026

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This one day course is designed for collaborative practitioners who are looking to refresh their skills and knowledge and build their practice.

This course has been designed and written by our collaborative foundation course trainers and will look at key parts of the process from developments in practice to marketing and support.

Course content
  • The collaborative framework, documents, and handbook.
  • Working collaboratively with financial advisers, family consultants and other neutrals
  • First client interviews and how they have changed
  • Exploring solutions and avoiding positions
  • Tips for building collaborative practice and PODs
  • Marketing
Learning objectives
  • A refreshed and up-to-date knowledge of the collaborative model
  • Practical ideas and resources to help grow your practice
  • The opportunity to meet and learn with other collaborative professionals
Important information about the course
  • There is some pre-course reading that will be sent out to you 2 weeks in advance of the course.
Delegate feedback

I found the day very interesting and inspiring and really worthwhile.


Meet the trainers:

View Adele’s Bio

View Cathy’s Bio

View Our Trainers


T&Cs and Cancellation Policy

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Any queries, please contact:

[email protected]

Collaborative Refresher Training

Member Price (exc. VAT)

From £350

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