Private Training
We provide a range of premium quality Private Training Days.
All Training Days run for six hours, and priced at:
£1,199 for delivery face-to-face in your office.
£899 for delivery online via Microsoft Teams.
All Training Days are delivered live and privately, just for you and your firm. We don't run Training Days publicly.
Examples of our Private Training Days
SMF 16 and 17 Training
Our client, a market-leading UK compliance consultant, hires us to deliver regular training courses on SMF 16 and 17 to prepare aspiring firms for direct authorisation and the accompanying FCA interviews.
Our one-day course, bespoke for our client, is delivered virtually via Microsoft Teams, and features an interactive PowerPoint presentation covering SM&CR, T&C, supervision, RegData, anti-money laundering, and more.
There's a written test at the end to check knowledge has been retained, and that the delegate is ready for their FCA interview.
Product Selection Training
Our client, a Pension Transfer Specialist IFA, required a two-day face-to-face course in Manchester. The topic was product selection.
We covered the features, advantages, and disadvantages of GIAs, collectives, investment bonds, ISAs, platforms, and VCT/EIS/SEIS; personal pensions, EPPs, stakeholder pensions, SIPP/SSAS, S32s, lifetime annuities, flexi-access drawdown, and more! Moreover, we covered how to evidence the suitability of product selection recommendations with suitability reports.
There was an interactive quiz at the end of the second day to test knowledge.
1-2-1 Trainee Adviser Training
Our client, a financial planning and insurance broker in London, required us to train an aspiring Financial Adviser in the end-to-end financial planning process. The three-day training would be via Microsoft Teams, include a full assessment of the Adviser's ability and a comprehensive written report of their performance (to be provided to the firm's board).
The aspiring Adviser has now commenced their role, and is undergoing the firm's internal Competent Adviser Status (CAS) process.