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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Insurance
Compliance and Risk
Senior Managers and Governance
Investments
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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