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Frequently Asked Questions

About Brokerplan

The Brokerplan Academy provides access to multiple financial services business opportunities under one roof. Each one tailored to suit your needs, objectives and lifestyle. With all packages, you are provided with full business support to enable you to begin running your business as quickly as possible, with the appropriate FCA authorisation. This includes business launch and ongoing training to familiarise you with business processes, software systems, and products and services available for you to offer clients.

The company was founded in 2004 and operates from purpose built offices in Selby, North Yorkshire. The business has enjoyed sustained and profitable growth through offering a broad range of financial products and services to property professionals and SME business clients. Since 2018 the company has been directly authorised to provide regulated mortgages, protection and insurances enabling qualified network partners to operate as ‘superbrokers’ offering multiple financial solutions to their clients.

The Brokerplan Academy team are the Directors and employees of The White Rose Finance Group, a long-established standalone authorised and regulated finance broker who have held FCA Principal status since 2014 – Registration number 630772.

We welcome applications from companies and individuals from any business background, it is not necessary to have financial experience. We looking to engage with like-minded people with passion and drive, with the desire to establish a successful business as a professional broker or advisor.

As part of the FCA authorisation application all applicants must complete a fit and proper questionnaire to allow them to work in the industry.

Applicants from current trading businesses and professional practices who wish to develop their financial services skills and generate additional income are also welcome to join the Academy. The Brokerplan programme is particularly suitable to existing professional brokers and advisors including Accountants, Business Advisors and Consultants, IFAs, Commercial Property Agents and Business Transfer Agents. The industry is regulated by the FCA and all Partners and Associates will need to be fully aware of and be fully compliant with the necessary FCA Regulatory requirements.

Most of the Brokerplan Academy options are not a traditional franchise, as there are no recurring franchise fees or management charges, and you receive all the commissions payable based on the package selected. The only ongoing costs are the monthly support fees and license fees (where required) that go towards the cost of a range of services and the FCA compliance costs. The support fees contribute to various business services which may include a web site, domain renewal, technical support etc. as well as the day to day support services of the Training, Marketing, Deal Management, Regulation and Compliance and Business Development Teams.

Most of the options operate on a protected/non-restrictive territory basis whereby you are able to generate revenue across the UK, but we will not recruit under the same brand/product within your protected territory.

The exception to this is the Your Mortgage Plus option which is a franchise and therefore further protections and restrictions may apply. Please request further details.

Thank you for your interest in the Brokerplan Programme, to proceed to the next stage, please contact the Business Development Team on 0333 405 6666 or email

The Opportunity

As a member of the Brokerplan Academy you will be fully trained to advise on the products and services with the selected package(s). Each of the options has a range of solutions available which are specific to that package, although it may be possible to refer clients who express interest in alternative products in return for a referral fee.

The investment level varies depending on the Partner Package that you go for. Investment for individual packages range from £15,995 for the Regulated Mortgages (Your Mortgage Plus RI) package to £29,995 for the Regulated Business Partner option. It is possible to invest in multiple packages to benefit from Super Broker status, depending on the packages selected this may be £50k+

The level of commission that you receive depends on the plans and investment levels selected.

There is no limit on earnings potential and therefore the rewards from joining the Brokerplan Academy can be significant. With such a wide range of products it is difficult to generalise, but successful partners working full-time on any of the packages should be able to generate £50kp.a.-£100kp.a. once established. On commercial finance projects £100k+ earnings on a single deal is possible. Income projections are available as are interactive revenue projectors which can be used to personalise your own figures dependent on your aspirations, work ethics, product selections and preferences.

Rewards of course are not just limited to financial income, but also the ability to achieve your true potential, become your own boss, retain your work-life balance and have the flexibility to mould your professional life around your lifestyle.

Earnings Disclaimer: Results will vary and are dependent on individual effort, activity levels and effectiveness. For this reason, the Brokerplan Academy can not offer any guarantee of future earnings.

The comprehensive Business Support Package with Telephone and On-Line Support is provided by our team of experienced Business Consultants and is available for the life of your business. 

Daily Business Support to discuss new and ongoing cases is accessed via a local rate number or via e-mail and is available Monday to Friday from 09:00am to 05:00pm and out of hours cover for urgent case requirements.

All enquiries and support requests will be acknowledged and actioned within a target response time based on our service level agreement (SLA).

At the business launch training we will share with you a broad range of proven business development and lead generation techniques, and share best practice from the most successful partners within our network.

We will also provide ongoing marketing, business development, lead generation and sales skills training and support either via our online modular training programme or via webinar.

Via the business intranet we will provide a range of essential tools to assist lead generation including marketing templates, introductory letters, templated presentations, e-newsletters, client case tracking software, guidance on e-mail marketing, social media support etc

Following the ‘credit crunch’, there remains a strong and growing demand for the professional services you will be offering. With the near collapse of a number of the UK’s major High street banks in 2008 and subsequent bail out by the Government, a major void has been left in the supply of reliable business finance, significantly impacting small business owners. In the UK there are over 5 million SMEs, many of whom do not satisfy the lending criteria of the High Street Banks yet still require funding.

Whilst the situation with the High street Banks has eased business clients are more likely to approach a broker for commercial finance advice than ever and with direct access to over 300 Lending Partners you will be well positioned to help. The Brokerplan team provide the necessary skills and practical support to ensure that you can quickly qualify and identify the right Lending Partners for your clients.

Training & Qualifications

Once you have completed your initial training course, you will embark on a supported journey to set up and launch your business which vary dependent on your chosen path.

Support will vary dependent on the package but will generally include guidance on qualifications (where appropriate), business development, sales, marketing and lead generation skills, competent advisor status (CAS), continuous professional development (CPD), 90 day plans, 12 month pathway programmes, access to sourcing systems, CRM, lender and provider webinars, live Q&A, network forums, annual conference, online modular training programmes and 1-2-1 mentorship and support.

Business launch training is held at our Head Office in Selby, North Yorkshire, over two or three days depending on the chosen package.
All delegate costs are included in the engagement fee, including one night’s hotel accommodation, lunches and a delegate’s meal on your first evening with us. Our administration team will be on hand to fully assist you with the travel and accommodation bookings as necessary.

For the next scheduled training course dates please contact our Business Development Team on 0333 405 6666, or take a look at our Upcoming Events page

Business Set-up

The Brokerplan Program can be successfully implemented from home. Efficient telecommunications and IT are essential to ensure that you can build and operate a Commercial Finance Broker business. We strongly recommend the following equipment and services are in place prior to commencement.

Home office space and secure storage

Efficient and reliable broadband installation.

Good quality laptop, tablet or personal computer

Good quality printer and copier

Professional commercial finance website with client enquiry data capture – Brokerplan provided

Registered web domain name – Brokerplan provided

Web site hosting package – Brokerplan provided

Business e-mail adress(es) – Brokerplan Provided

Office grade paper shredder for confidential document disposal

Web based case management system – Brokerplan provided

Fully automated E-Mail marketing platform – Brokerplan advised and supported

FCA authorisation is required to legally advise and act as a credit broker. We will advise on the level of authorisation required and process your FCA which will vary dependent on your chosen package.

In addition, you will need to register your business with the Information Commissioners office (ICO) for Data.

As an Associate Financial Consultant (AFC) you will operate as an Agent under one of our brands; either White Rose Finance or Acumen Finance as Registered Individual under our authorization, data protection and PI cover

Some financial products are deemed to be ‘regulated’ by the Financial Conduct Authority (FCA) and as such the advisor must have specific qualifications. An example of this would be advice given to a client for a mortgage on their home property or an equity release product. The Brokerplan business training will fully detail the regulations and ‘do’s and don’ts’ in this regard and demonstrate exactly how your business should be structured to deal with and still benefit from such ‘regulated‘ opportunities by simply referring to our in house team of regulated mortgage brokers for the client to receive the appropriate advice from one of our in-house a qualified Regulated Mortgage Advisor.