Patterson Sales Training are training specialists dedicated to providing quality consultancy, management training and exam preparation support for the Financial Services Industry.

The founder - Ian Patterson - is well known within the industry. He is a qualified trainer, Chartered Insurance Practitioner and author. He personally manages all projects and, by working in conjunction with proven specialists, he is able to provide all clients with personal attention and innovative solutions that work.

Founded over 14 years ago, Patterson Sales Training have probably assessed the skills of more IFAs than any other firm. We have trained literally thousands of managers and have worked with more than 80 prestigious organisations covering areas such as:

	TCF
	T&C Design/Audits
	Adviser Skills
	Assessments
	Multi-Selling and Relationship Building
	Training and Supervision
	Enhancing Advice Skills - eg: Fact Finding
	Management Training
	Induction Training
	Preparation for Certificate and Diploma Exams
	Sales Process Mapping/ Competency frameworks
	Overseer Training
	Supervisor Training / re-licensing
	Executive Coaching
	Leadership Training

Ian Patterson is widely known within the Financial Services Industry. He is in his 28th year with the industry during which time he has worked in IFA and direct sales, broker sales and sales training. He was formerly responsible for T&C, sales and management training for a major life office.

Ian believes in doing things properly. He is a Chartered Insurance Practitioner, a qualified trainer and assessor and was in the first cohort to achieve the prestigious part-Masters Advanced Coaching Certificate offered by the Chartered Institute of Personnel and Development. Ian's career has always been in sales and he is a past Chairman of the Sales Training Association. In June 2008, Ian achieved recognition for his training by being awarded the prestigious CII trainer accreditation at advanced technical level in financial services.

For the last thirteen years, Ian has been at the head of Patterson Sales Training, supplying Consultancy and effective learning solutions to some of the most prestigious names in the industry.

He is author of five books or publications, including:

	The CII's study text on Long Term Care Insurance (CF8)
	The CII's study text - JO7 - Supervision in a Regulated Environment
	Regular contributions to Financial Solutions and other journals

Audio Programmes:

A sister business, Patterson Audio, is the leading provider of audio material to the Financial Services Industry. Titles currently include:

	J01 - Personal Tax
	J02 - Trusts
	J04 - Pension Funding Options
	J05 - Pension Income Options
	J06 - Investment Principles
	J07 - Supervision in a regulated environment
	J08 - Financial Planning Practice

 

DVD Programmes:

Advised Sales (Investment Advice)

 

Training:

Presenter on management topics on the Personal Finance Society's Technical Seminar Programme