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Specialist Training

Get bespoke specialist training on financial planning, sustainability and supporting vulnerable clients.

Switchfoot Wealth offers bespoke training provisions for teams and businesses seeking professional learning opportunities. We run workshops and presentations in workplaces, at events and online. Our training is ideal for professional development.

Our focus is providing education around financial planning, sustainability and supporting vulnerable clients, with a particular emphasis on our sustainable financial planning methodology and achieving system change.

Interested in running bespoke training? Get in touch today.

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Training 1

Explore Switchfoot

Training 2

About Us

Switchfoot Wealth provides sustainable financial guidance and services for individuals and businesses looking for a balanced approach to business growth, wealth creation and a healthy planet.

About Us
Training 3

Sustainable Financial Planning

We have developed a new model of financial planning, one that sets sustainability at its core and asks some tough questions, particularly relating to the climate emergency.

Sustainable Financial Planning
Training 4

Resources

In our resources section you will find guides, content and opportunities to learn more about our approach to financial planning, sustainability and our role as a B-Corp.

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Ready to talk?

To learn more about our training workshops and sessions, contact us today

Contact Us Today