How can you get the most out of your file review process? 
Cue our file reviews module! We’re not here to tell you how to be critical of financial advisers, we’re here to help support you so that firms understand what file reviews are, sharing our expertise and best practice on showcasing what a great file looks like, and importantly how you can give invaluable feedback to promote good practice throughout the firm.

Units

- Understanding file reviews

- The golden rules and a good file

- The file process

- Effective feedback

Price includes VAT.