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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

In a hurry? MP3 downloads now available for all our supported exams
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New T&C service available to small IFAs 
Click here for further details

Latest FS Solutions article
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TCF / RDR - what might this mean to your business?


Audio
J01 - Currently under review
J02 - Trusts
J04 - Currently under review
J05 - Pension Income Options
J07 - Supervision in a Regulated Environment
Advanced Diploma Subjects

Courses

Fact Find Masterclass
The Trusted Adviser
Trainee Adviser Skills Programme

 


 

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Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk

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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