What's New

Diploma Doctor - a new 1-2-1 service for people who want tailored personal help with either Diploma or Advanced Diploma exams. View here

Brand new 'public' supervisor courses with Ian Patterson - click here

AF6 - Senior Management and supervision subject. Coming soon - Click here

Latest FS Solutions Article. View here

Advice DVD - error video for supervisors or to deveop post-RDR adviser skills. View here

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Featured Services

Audio Products

Our audio material cover the CII's R0 and J0 regulated Diploma exams and Advanced Diploma Exams.

Now fully updated for 2011/12, these are a highly popular and effective means of revision.

Audio CDs and MP3 downloads are available through this website.


 

RDR Advice Masterclass

This course is designed to develop the skills of advisers in building rapport, cross-selling, developing questioning skills and positioning your advice offering.



T & C Supervision

Regulatory supervision is 1/3rd prove it; 2/3rds how can we do it better. The FSA places great emphasis on supervision. Businesses should recognise the importance of achieving results through other people.

Brand new for 2012 - public courses.


T & C

In our experience, most firms T&C arrangements still bear an unhealthy resemblance to those suggested by the PIA. How well does your T&C support your business? Ever wondered what leading edge T&C looks like?


Click here for details of our small firms T&C check