| Disc 1 |
|
Module 1 (13 minutes)
Exam technique |
Exam technique |
Module 2 (24 minutes)
Regulatory background and the T&C rules |
FSA principles | risk management | 'the competent employee rule' | overseer requirements | detailed T&C rules and guidance | examination
requirements |
Module 3 (14 minutes)
The role of the supervisor |
Benefits of supervision | supervision competencies
| knowledge and skill requirements | spans of control
| direct and indirect supervision | supervisor training
requirements | monitoring of supervisors |
| Disc 2 |
|
Module 4 (25 minutes)
Leadership and motivation (Part 1) |
McGregor | Hersey and Blanchard | John Adair |
Belbin | Dr Stephen Covey |
Module 5 (22 minutes)
Leadership and motivation (Part 2) |
Myers Briggs | Tuckman | Maslow | Herzberg | Kurt Lewin |
Module 6 (23 minutes)
Communication |
What is communication | communication
methods | barriers to communication | team meetings
| FSA
complaint handling procedures | managing conflict |
| Disc
3 |
|
Module 7 (19 minutes)
Recruitment and Selection |
Employed v self-employed | FSA fit
and proper requirements | selection screening methods
| job descriptions and person specifications | induction
plans | anti discrimination legislation | Competency - based interviewing |
Module 8 (24 minutes)
Learning |
Kolb | Honey and Mumford | training
needs analysis | training methods | validation methods
| structured development plans | De Bono's six thinking hats |
|
Module 9 (18 minutes)
Coaching, Counselling and assessment |
Assessment - when and
how? | assessing knowledge and skills | PESOS | GROW | counselling | feedback | direct and indirect evidence |
| Disc 4 |
|
Module 10 (24 minutes)
Sales Cycle |
the sales process | conduct of
business requirements | mandatory
and desirable actions | Money Laundering | Data
Protection | the supervisor's role within the sales
process |
Module 11 (20 minutes)
Standard Setting, performance management and quality
standards |
Corporate and individual goals | performance
reviews and appraisals | disciplinary procedures
| quality standards
- ISO standartds, IiP and NVQ's |
Module 12 (22 minutes)
Crammer Module |
The summaries from the previous modules |
- Click here to listen to a sample module
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