The FCA rules require firms to be able to evidence that their advisers (including sole traders) are competent to do their job.
We can also assist in: –
- Conducting skills assessments
- Training trainee advisers
- Collating KPI data
- Conducting one to one meetings with advisers
- Providing power point presentations on various subjects to the team
Please ‘click here’ for an example of the KPI Data that can be provided for each adviser.