Szkoła Planerów Finansowych — financial planning school

Context

Szkoła Planerów Finansowych (School of Financial Planners) is the training programme offered by Investment Partners S.A. (InPartners), based in Katowice (ul. Jana Kilińskiego 46). A programme for people who want to switch careers or enter the profession of financial planner, not as an insurance agent with on-the-job training, but as a professional with certification and qualifications.

Graduates receive the "Investment Partners financial planner" certificate and qualifications to work with the products of business partners: Warta, Conseq, Vienna Life, Lloyds. For the candidate, this means a concrete career path, not "try it, maybe it'll work out", but "complete the training, receive the certificate, and have something to work with".

In recruitment for vocational schools, the website has to answer one key question for the candidate: "what will I have out of this in six months?" And it has to do it fast, because a decision to change careers isn't made on the tenth scroll.

Scope of work

• Recruitment site design, a clear path from "I'm interested" to "I'm signing up"
• Implementation, WordPress + Breakdance for easy editing of the training content
• Application form, no unnecessary fields, with validation
• Structure: Start → Programme → Instructors → Reviews → Contact

What the School offers

• Training for the role of financial planner, a full professional programme
• Investment Partners certification, a document confirming the qualifications
• Access to a business network, entry into the community of entrepreneurs and planners
• Insurance qualifications, Warta, Conseq, Vienna Life, Lloyds
• A practical programme, not just knowledge, but concrete sales and communication skills

Why "limited number of seats"

The site clearly communicates: edition IX, 31.01.2026, limited number of seats. This isn't a marketing scarcity trick, it's a real limit of the training, where quality requires working in smaller groups. For the candidate, it still works as a value signal: "this isn't mass production, this is selection".

I designed the site so that this element is visible without shouting. A calm tone that fits the seriousness of a career-change decision.

The "Instructors" section as a key

In professional training, the candidate's most important question is: "who will be teaching me?" Not the institution's logo, not the programme name, but specific people with specific experience. That's why the instructors section got a dedicated place, with photos, names, experience, and certifications.

A candidate landing on the site understands immediately that practitioners stand behind the training, not academics, people who are financial planners themselves, not theoretical lecturers.

Multi-channel presence

Szkoła Planerów is active on five platforms: Facebook, Instagram, TikTok, LinkedIn, YouTube. This isn't an accident, candidates for the school are in different age segments and habits. Younger people scroll TikTok, older ones read LinkedIn, everyone has a Facebook account. The site has to be the hub all these channels lead to.

I designed the navigation and footer so links to each platform are immediately available. Those who want to see content on Instagram click, those who prefer long videos on YouTube also click.

Result

Szkoła Planerów Finansowych got a website that convinces the candidate of one specific decision: sign up for the next edition. It doesn't distract, it doesn't try to sell ten things at once. Five sections (Start, Programme, Instructors, Reviews, Contact), one path, one CTA. The candidate comes in, reads, signs up.