24th October 2018

FCA Training & Competence

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.