Regulated Sales Management / Supervisor Training

Ian Patterson is known in the industry for his work in developing the skills of managers and leaders. He runs courses for the CII's Personal Finance Society (PFS) as well as running bespoke courses for many other firms on an in-house basis.

Brochure - Click Here to Download

Supervisor Licensing Course (Financial Services)

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 business performance.

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Supervision in a regulatory world

Target audience:
People new to the supervisory role within general insurance.

Learning Aim:
To develop and demonstrate key supervisory skills to help meet FSA requirements and enhance business performance.

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Supervisor Update Course

Target Audience:
Experienced supervisors.

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

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Error DVD

The FSA requires firms to be able to demonstrate their staff are competent. For supervisors, the spotlight is on coaching and assessment skills.

This error DVD is based on a two-stage advice process: the fact find and a subsequent recommendation meeting. For each stage, the DVD shows the investment advisor and client in two different scenarios. Each scene lasts up to 25 minutes so there is nearly 2 hours of material.

It is designed to be used with supervisors to help demonstrate their ability to assess accurately using an observation form. It may also be used with advisers as part of an induction programme to demonstrate some aspect of the advice process, e.g. explaining commission fees to a client.

For more on the Error DVD please contact us.

Other learning events

Coaching

	Coaching for results
	Change through coaching
	Executive coaching

Management Development

	Feedback Skills
	Internal consultancy skills
	Building and leading teams
	Effective presentations
	Facilitation skills
	Problem Solving and decision making
	Managing under-performance
	The strategic manager
	Developing a client-centred business
	Business development
	Training needs analysis
	Successful change management
	Developing Teams

For more on the Management Development Courses
please contact us.