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Supervision Update

Target Audience:
Experienced supervisors.

Learning Aim:
To independently assess and develop key skills and exchange best practice.

The following content will be covered:

Regulatory Update
RDR - the discussion paper and implication for existing business models
TCF - a synopsis of current FSA thinking and case studies of what TCF means in practice
The new FSA T&C requirements - all change?
The assessment of advisory skills using an Objective Observation Form and prioritisation of development needs.
 

 

What's New

Audio programmes – Update on J0 subjects

Audio programmes – New R0 subjects

Latest FS Solutions article View here

RDR/TCF - what might this mean to your business?


Audio Programmes

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

91% of customers rated it 'valuable' or 'very valuable' for their studies.

Click on the link below for details

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

Copyright © 2008 Patterson Group Limited - Web Design TMB

Advising Older Clients | The Mental Capacity Act | Pensions and Divorce | Pre-Owned Assets | Crammer Revision | Supervision in a Regulatory World
Coaching Course | Supervisor Licensing Course | Supervisor Update Course | Fact Find Masterclass | The Trusted Adviser | Trainee Adviser Skills Programme

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