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Supervision in a Regulatory World (General Insurance and Mortgages)

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

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

Learning outcomes:
Delegates will be able to:

	Explain FSA T&C requirements and key objectives
	Explain the ICOB/MCOB disclosure requirements
	Assess an adviser's competence
	Identify strengths and weaknesses of the adviser's performance and prioritise their development needs
	Conduct constructive feedback meetings with the adviser to develop areas of weakness and build on strengths
	Draw up suitable action plans using effective objectives to address both knowledge and skills
	Establish a meaningful CPD programme
	Demonstrate appropriate methods of coaching

Learning Process

Pre-course reading to cover knowledge requirement

2 day course (with assessments)

Development Plan

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Courses

31 Clifton Drive, Lytham, Lancashire FY8 5QY
Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk