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.

“If the FCA requires you to do it, then we can help you”

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
  • Annual Knowledge Tests
  • Webinars

We have a ‘Training Zone’ on our HUB where you can access tests, newsletters, presentations & webinars, all with the aim of helping you meet your T&C.