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Brokerplan Receives Official LIBF Accreditation

The Brokerplan Academy has been recognized by The London Institute of Banking & Finance by being LIBF accreditation.

The Brokerplan programme was established in 2014 to provide a back-office support structure for network partners to operate as commercial finance brokers as appointed representatives (ARs) of the White Rose Finance Group network.

The LIBF accreditation relates to the Brokerplan Academy training programme and recognises its significance in raising standards in the finance sector as well as the shared values of both the Academy and the Institute.

John Kent, BP Academy MD said,

“Brokerplan was initially created to provide the tools of the trade including FCA authorization, access to lenders and packaging support. However, it became obvious that the better the education and support provided, the more successful our ARs have been. 

In 2020 we launched the Brokerplan Academy incorporating our learning and development programme. The accreditation is the result of our growing partnership with the LIBF. I had been working with John Somerville, at LIBF, on a separate project and we realised our values and intended outcomes were aligned.”

“Professional finance brokers want to ensure their clients receive the best advice and funding solutions available from across the market,” said John Somerville, Head of Financial Services at LIBF. 

“All our accredited programmes are geared towards raising professional standards and treating customers fairly. The Brokerplan Academy programme has been created with that outcome in mind, it’s delivered and assessed professionally and employs sound policies and procedures. We are delighted to be able to endorse this exceptional learning and development plan.”

The programme is a blended experience designed to help both existing brokers and those new to the sector to establish and build their brokerage. The course includes elements of both online and classroom training from the White Rose offices in North Yorkshire. 

All aspects of commercial finance are covered including compliance and regulation, property finance and working capital product knowledge as well as sales and marketing, relationship building, social media, professional introducer relationships and business development. 

Ongoing support is provided on a bespoke basis and includes quarterly reviews, regular lender and group webinars, refresher training and personal support as required.

For more information on the Brokerplan Academy please call 0333 405 6666 or email John Kent at

Best broker network bar none!

Having previous experience of a broker network I can positively say that Brokerplan is by far the best broker network.

The course was engaging, informative, and extremely helpful. The cohort was made up of people from varying backgrounds and timelines in their commercial brokerages.

For those that are considering starting their own finance brokerage with no previous business experience – this is the course for you. After a two day course you will leave here with a business plan, a marketing plan, a panel of lenders, system and processes, a head filled with positive thoughts, and a burning desire to help your customers achieve their financial goals.

I can’t praise them enough for the time and effort they have put into the course. Thanks for the experience.

Robert Partridge