The Training Environment For Financial Services

In house training

All the programmes listed below can be delivered in-house at a time and location to suit your business and tailored to suit your people and organisation. We can also create bespoke training when something very specific is needed.
Please contact us to discuss your requirements in more detail and at no obligation.

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Compliance and Risk
Senior Managers and Governance
Operations and Technical
HR and Training & Development
Marketing and Product Development
Professional Skills
Our in house courses

Assessment of Value – meeting FCA Expectations

Best Execution - meeting FCA Expectations

Board Reporting

CASS Client Money and Assets

Client Centric Selling for Insurance Brokers and Underwriters - Level 1

Complaint Handling under DISP

Complaints and Customer Vulnerability - Best Practice Approaches

Complaints and the Consumer Duty

Complaints – revolutionising the Customer Journey

Compliance Monitoring - the impact of the Consumer Duty

Compliance Monitoring under the FCA

Conduct Rules & The Consumer Duty - Preparing your staff

Conduct Rules Training under SMCR

Conduct Rules - understanding your Obligations under SMCR

Consumer Duty – the Role of HR

Creating an Effective ICAAP/ICARA

Culture - understanding regulatory expectations

Customers in Vulnerable Situations - Best Practice Approaches for FCA Regulated Firms

Customer support and the Consumer Duty

De-mystifying SYSC - a practical Introduction

De-mystifying the Financial Ombudsman Service

Digital Media and the FCA

Diversity and Inclusion – a practical Introduction for Financial Services Professionals

Diversity and Inclusion in Financial Services

Effective Cyber Security for FCA Regulated Firms

Ensuring Operational Resilience in your Organisation

Establishing & evidencing a good conduct ethos in your firm

Establishing Effective Risk Governance

FCA Regulation for FinTech Firms

FCA Regulation for HR Specialists

Financial Promotion for Banks, Building Societies and Consumer Credit Firms

Financial Promotion for General insurance and Protection Products

Financial Promotions under COBS

Foundation in FCA Regulation

Fund Governance and Oversight under the FCA

Fund Onboarding - a Practical Introduction

Handling Client Money in Claims Management - Meeting CASS 13 Requirements

Handling Client Money in General Insurance

Introduction to Authorised Funds

Introduction to Fund Pricing and Asset Valuation

Managing and Monitoring Culture - Practical Approaches for Regulated Firms

Managing Conduct Risk under the FCA

Managing Insurance Conduct Risk

Managing with Skill, Care and Diligence under SMCR

Managing your Data Risks

Market Abuse: ensuring compliance under MAR

Meeting ESG and Sustainability Disclosure Requirements for FCA regulated Firms

Operational Risk Management

Outsourcing in Financial Services

Preparing for your FCA Visit

Product Governance under the FCA

Reasonable Steps - meeting your Obligations as a Senior Manager

Reasonable Steps - supporting Senior Managers under SMCR

Responsibilities of Senior Managers

Risk Management Information and Reporting

Risks, Controls and Oversight by the Board

Selling Insurance or Investment Products without giving Advice

SM&CR - the Role of HR

SMCR - good practice workshop

SMCR - managing Ongoing Compliance

Understanding General Insurance Finance

Understanding the new Consumer Duty for FCA regulated Firms

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