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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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Ian Patterson - Patterson Group


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

Email: info@pstgroup.co.uk

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