Fortis Connect Academy · private pilot
Build the habits of a trustworthy adviser, one week at a time.
A 24-week self-serve core, then an optional 24-week applied-practice pathway. Original teaching, fictional practice, knowledge checks and a private portfolio of your own work.
Weekly releases
Week N opens seven days after the previous one, from the day you enrol.
Practice, not just reading
Every week: three teaching sections, a worked example, a practice response and a knowledge check.
Clear boundaries
Not an accredited qualification, CPD accreditation or authority to advise. Fictional cases only.
Twelve months, twelve themes
Month 1 · Core
Find your professional footing
Build the habits and boundaries that make a trustworthy adviser.
Month 2 · Core
Listen before you lead
Hear what matters, ask better questions and check your understanding.
Month 3 · Core
Make the first meeting count
Create a conversation with purpose, clarity and useful next steps.
Month 4 · Core
Explain value with confidence
Make your service and charges understandable, without pressure.
Month 5 · Core
Turn activity into a plan
Use realistic assumptions, a working diary and honest measures.
Month 6 · Core
Build a service worth returning to
Join your skills into a consistent, client-centred service.
Month 7 · Optional practice
A different route to the first meeting
Adapt the conversation to how a fictional client found you.
Month 8 · Optional practice
When life changes the priorities
Revisit goals with care when a fictional household faces change.
Month 9 · Optional practice
Earn thoughtful introductions
Build professional relationships and respect client choice.
Month 10 · Optional practice
Help a stalled conversation move
Clarify questions and costs while leaving the decision with the client.
Month 11 · Optional practice
Keep the service connected
Coordinate people, records and promises without losing ownership.
Month 12 · Optional practice
Show the progress you have made
Revisit earlier work and show how your judgement has developed.