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Supervisor Licensing Course

Target audience:
People new to the regulatory supervisory role within regulated financial services.

Learning Aim:
To develop and demonstrate the key skills required by the FSA to supervise and enhance performance.

Learning Outcomes
Delegates will be able to:

Explain FSA T&C requirements and key objectives
Explain how the T&C/supervision is an essential element of TCF
Assess skills accurately using an observation aid
Identify strengths and weaknesses of the advisor's performance and prioritise their development needs
Conduct constructive feedback meetings with the advisor to develop areas of weakness and build on strengths
Conduct effective role-play simulations
Use management information (including Key Performance Indicators) to indicate trends and potential development needs
Explain the secrets of how we learn and establish a meaninful CPD programme
Draw up suitable action plans using effective objectives to address both knowledge and skills
Demonstrate appropriate methods of coaching

 

Learning Process
Pre-course reading to cover knowledge requirement
2 day course (with assessments)
Development Plan to ensure skills are
transferred into the work place
 
 
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Audio Programmes

Whether you are sitting the CII's J0 or R0 subjects, our audio programmes could make all the difference.

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J0 Diploma subjects
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Advanced diploma subjects


Courses

Fact Find Masterclass
The Trusted Adviser
Trainee Adviser Skills Programme

 
 

Ian Patterson - Patterson Group


31 Clifton Drive, Lytham, Lancashire FY8 5QY
Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk

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