Competent Supervision

Course Code:	1024
Dates:	On a date of your choice
Venue:	TBA
Course Fees:	Available on application
CPD Credits:	14

To discuss your requirements or for further information contact us on 0203 170 5779 or email info@ctp.uk.com

Competent Supervision Course Outline

The role of the supervisor is key to achieving both compliance and business performance.

This essential Competent Supervision CPD 2 day event is designed to refresh and enhance the essential skills for supervisors and deliver results in terms of the improved performance of their teams. It can be tailored to deliver a refresher on your own firms supervisory standards and, in an additional day. a formal assessment of competence can be undertaken by our skilled and qualified trainers.

Who should attend?

If you have responsibility, directly or indirectly for managing staff you will discover how to effectively:
Properly assess competence
Identify when skills and knowledge need to be improved
Know how to coach staff to improve performance

How delegates will benefit

In your day-to-day role as a Supervisor, you will need to exercise a number of skills to ensure that your team understands what is required of them to deliver a high quality, compliant service to your clients. By attending this course you will refresh your knowledge and learn new ways to: -

Observe your team undertaking their responsibilities, check and analyse their process
Record the information in a way that enables you to provide constructive feedback
Learn about different ways of assessing the knowledge and skills of your team and when to apply them
Understand the techniques of coaching and have the opportunity to practice this skill in a training environment
where expert guidance can be provided
Understand the different levels of supervision from close to normal levels and when to adopt an appropriate regime
Set CPD standards for yourself and your team
Develop your own plan to apply these skills on your return to work

Training Approach

This Competent Supervision workshop is uses a combination of trainer input, knowledge sharing with interactive syndicate work and case studies

Group size is kept to a maximum of 12 to facilitate sharing of experience amongst the delegates

Workshop leader:

The tutors running this event will have a combination of experience and skills which we consider necessary to provide credibility and practical experience of the challenges that supervisors experience in real life.
They will have: -

Worked in the industry in this role
At least 3 years experience of training in this area
Reached our standard in delegate feedback from previous events

They will also normally have an appropriate technical qualification.

Programme Outline

SESSION	AIM	CONTENT
Role & Responsibilities of a Supervisor	To understand the expectations of Supervisors	Objectives and importance of effective supervision Methods of control and checks on competence Improvement of competencies and the links to client service and business aspects Changing levels of supervision For regulated activities - T&C definitions of training, coaching, assessment, monitoring and evaluation
Monitoring Competence	To analyse staff competence and set suitable competence standards	Monitoring key performance indicators, such as sales, errors in documentation, referrals, complaints Establishing a supervision framework
Reviewing Performance	To review performance with a team member and agree areas for development	Preparation for performance review meetings using data from the KPI’s Structure of effective performance reviews Gaining agreement to performance issues Record keeping and personal development files
Assessing Competence	To evaluate competence and identify development opportunities	Methods of assessment within the mortgage selling process Objective observation of mortgage interviews Providing feedback to improve performance Skills practice – observation and feedback to a team member
Developing Competence through Coaching	To accurately determine root causes of performance issues and identify development solutions	Coaching using the GROW model Factors affecting performance in the business environment Identifying development needs Action planning
Coaching Skills Practice	To practice a structured coaching approach	Role play coaching a team member with a performance issue (3 scenarios)
Improving Competence through Training	To construct a practical training framework to improve performance	Continuing staff development Purpose of keeping up to date and developing new skills Prioritising activities Planning, validating and recording development
Training skills practice	To practice delivering learning solutions	Delivery of a learning solution for the team
Review & Action Planning	To determine and prioritise actions for supervision on return to the workplace	Create a list of key learning points Identify actions to be taken back in the workplace Discuss how best to implement those actions

To book this course now or request further information please call us now on 0203 170 5779 or e-mail info@ctp.uk.com

Corporate Training Partnerships - Championing the Compliance Culture

Booking

If you are interested in booking this course, or if you have any questions, please call call us on 020 3170 5779.

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““The review of our T&C scheme carried out by CTP really tested our controls and showed us how to make the approach more efficient in a practical and business focused context.”
- Liz Cameron, Head of Direct Sales Compliance, Scottish Widows
“Very timely, excellent content, covered a lot in a short time.”
- by Nicky Christofides, Head of Compliance at GE Money
“CTP provided us with a versatile range of training services from e based testing to technical modules and skills training for our advisers and sales management. They work quickly to satisfy deadlines and think creatively to achieve sustainable results. ”
- Ian Lockhart, Sales Operations Director, Scottish Widows
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- David Statham, Group Internal Auditor, IGI Insurance
“Role play situations really helped to put the theory of the course into an understandable context that I could relate to.”
- Countrywide
“An excellent industry focused overview of the subject pitched at the right level for all attending. We took value from the day as a team.”
- Barclays Insurance Services Ltd
“Good structure, content and pace of learning”
- Group Compliance Manager, Clarke Roxburgh
“An excellent all round briefing with detail and in depth exploration where necessitated”
- Tim Sierwald, Audit Manager, Assurant Solutions
“The session really made me think about the how to apply the theory of Risk Based Management. Lots of great thought provokers and break out sessions were extremely useful. ”
- Anna Mansbridge, Business Quality Technician, Allianz Cornhill
“We commissioned CTP to undertake a competency review. They listened well, spoke our language, took time to understand our needs and provided a workable solution in a cost effective manner.”
- John Moffatt, Compliance Director, Riverstone
“Pitched at appropriate level with good mix of tell and activity based learning”
- Legal & General
“A difficult subject communicated effectively and in a relaxed manner. Thank you.”
- S J Fisher, Managing Director, Colemans
“CTP have a thorough understanding of the "regulation" … but more importantly the ability to … translate it into company process efficiently and with the minimum of fuss.”
- John Constable, Head of People Development, JLT Risk Solutions Ltd
“A very succinct and highly knowledgeable explanation and presentation of the subject”
- Duncan Howorth, Managing Director, JLT
“CTP very quickly got to grips with our requirements and tailored the course to meet our needs. We had a fantastic dialogue going with our management group. ”
- MD, Assurant Solutions
“CTP's training gave me a vital opportunity to consider the Arrow 2 process and has given me a head start in preparing for this important business event ”
- Simon McCulloch, Business Development Director, Countrywide
“The trainer had superb knowledge of our company, our industry, the regulator and communicated in 'plain English'. There was no jargon. An excellent day! ”
- Ceara Joyce, Head of Risk with Profits, Legal and General
“I found this event of great benefit. Trainer is fantastic. One of, if not the, best courses I have ever been on. Thank you so much.”
- Rensburg Sheppards
“This was fantastic - I would not hesitate to go on another of these courses in the future. Thoroughly recommended. Very good -knowledgeable & approachable”
- Harsa Charman, Liverpool Victoria
“Excellent course, useful practical tools given”
- Co-operative Bank
“Essential event for anyone attending an FSA ARROW visit meeting”
- James Cooper, Financial Controller, Locktons
“Very knowledgeable course leader who used his practical experience well.”
- By Derek Wood, Compliance Manager at Skandia UK
“Useful consideration of the compliance function in the round. Some good reminders and food for thought to help benchmark where our complaince function is.”
- By David Lingwood, Group Compliance Officer, IGI Insurance Co Ltd
“Corporate Training Partnerships have carried out two major projects for us involving consultancy, project work and training of a group of our managers. We were very happy with the results of their work which are standing the test of time.”
- Karen Martin, HR and Communications Director, Britannic Assurance
“I would strongly urge senior managers in the insurance industry to attend this course which really prepares you for FSA interviews.”
- Paul Williams, regional Managing Director, Folgate (Towergate)

Corporate Training Partnerships Ltd, London Office: 60 Lombard Street, London, EC3V 9EA. Tel: 0203 1705779
Milton Keynes Office: Suite 1:20, Second Floor, Norfolk House East, 499 Silbury Boulevard, Milton Keynes, Buckinghamshire, MK9 2AH Tel: 01908 488170

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