Audio Products

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

These are a highly popular and effective means of revision.
Audio CDs and MP3 downloads are available through this website.

Fact Find 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.

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