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
Our Client's views..
They have been incredible, and I feel that I have learnt a lot a will keep those lessons with me for if I
step back on that track in the future. I cannot thank you enough for the time a you have spent with
me and all of the great lessons you have imparted.