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Assessing Suitability - Investment Advice

Assessing Suitability - Investment Advice
This course clarifies what is expected of advisers when establishing and recording the risk profile and goals of clients.
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Bribery and Conflicts

Bribery and Conflicts
A highly topical issue following the introduction of the new Bribery Act on the 1st July 2011.
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Bribery and Conflicts in the London Market

Bribery and Conflicts in the London Market
A specialist course for the high risk London insurance market featuring the particular challenges facing underwriters and brokers.
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For more information about these or other e-Learning courses, or to discuss the development of bespoke e-Learning modules, please call CTP on 01908 488170 or email info@ctp.uk.com.

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  • “For a potentially dry subject the session was very enjoyable”
    - Sagicor
  • “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.”
    - Scottish Widows
  • “Very timely, excellent content, covered a lot in a short time.”
    - GE Money
  • “Presenter made dull subject interesting and entertaining.”
    - Hermes Fund Managers
  • “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. ”
    - Scottish Widows
  • “A very interesting presentation and presenter encouraged good group discussion.”
    - Talbot Underwriting
  • “Good structure, content and pace of learning”
    - Clarke Roxburgh
  • “Good supportive environment. Well done - good all round knowledge. Thank you.”
    - UK General Insurance Group
  • “An excellent all round briefing with detail and in depth exploration where necessitated.”
    - Assurant Solutions
  • “Informative and thought provoking. Course leader was knowledgeable and informative.”
    - Helm Godfrey
  • “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.”
    - Colemans
  • “A very succinct and highly knowledgeable explanation and presentation of the subject”
    - JLT
  • “Good overview of a difficult subject presented with energy.”
    - Novae Group
  • “Excellent training seminar, pitched appropriately and delivered professionally”
    - Allianz Ireland
  • “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. ”
    - Assurant Solutions
  • “A great speaker who knows his topic and made things easy to understand.”
    - M&G
  • “Very clear seminar with a practical slant”
    - Barings
  • “The trainer had superb knowledge of our company, our industry, the regulator and communicated in 'plain English'. There was no jargon. An excellent day! ”
    - Legal and General
  • “Excellent, engaging and knowledgeable course leader.”
    - Solo Capital
  • “This was fantastic - I would not hesitate to go on another of these courses in the future. Thoroughly recommended. Very good -knowledgeable & approachable”
    - Liverpool Victoria
  • “Excellent course, delivered exactly how I expected and I came out with some great ideas.”
    - Cofunds
  • “A well delivered course with excellent content.”
    - Sun Life Financial of Canada
  • “Excellent course, useful practical tools given”
    - Co-operative Bank
  • “"Trainer had excellent knowledge and made a difficult subject interesting."”
    - Standard Chartered Private Bank
  • “Good course giving an understanding of the topic very well. Very useful.”
    - Barbican Managing Agency
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