| Course | |||||
|---|---|---|---|---|---|
 | £90.00 e-Learning module Okay MiFID II, we get it, but what a pain in the ASR... It's been many years since it was introduced but we're still finding that annual suitability reviews are taking up considerable time and resources for the majority of financial planners.... | ||||
 | £90.00 e-Learning module In this module, we aim to break down the jargon barrier. We will explain what we mean by a fund, share price, unit price, volatility, and the importance between realised and unrealised gains. To help put your new knowledge into practice, we'll be... | ||||
 | £90.00 e-Learning module Consumer Duty is one of the largest pieces of regulation from the FCA in a number of years. Their expectation is that this will lead to a culture shift throughout financial services. So everyone in the industry needs to understand the Duty; the... | ||||
 | £90.00 e-Learning module Gathering data on existing plans is crucial to the advice process, and yet, often providers do not make it easy for us. Anyone who has worked in this area will know it's a minefield, with a myriad of plan varieties, already requiring different... | ||||
 | £90.00 e-Learning module How can you get the most out of your file review process? | ||||
 | £90.00 e-Learning module In one module, we have conveniently wrapped up an introduction to personal finance, the economy, investment assets, product wrappers, job roles and key regulation. All of which is broken down in plain, simple language that can be relatable to... | ||||
 | £90.00 e-Learning module In this module we'll be looking at what financial crime is, what it can look like, and the role of a Money Laundering Reporting Officer (MLRO). We won’t be surprised if your face has turned into a lovely grimace after starting this module.... | ||||
 | £90.00 e-Learning module There are many different terms thrown around to describe the financial adviser role. You have probably seen Independent Financial Adviser (IFA), Wealth Management, maybe Wealth Consultant. Whats now being added into the mix is a 'Financial... | ||||
 | £90.00 e-Learning module More people are becoming aware of how their personal data is collected and used. It’s not really surprising considering all the regular news stories of breaches and hefty fines. That being said, how confident is your firm with your obligations... | ||||
 | £90.00 e-Learning module Most of us are generally comfortable with the concept of mortgages, but it can be a whole new world when you're involved in the advice process. As with all areas of advice there are many regulatory requirements, which can prove tricky if not... |
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