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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:
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Explain
FSA T&C requirements and key objectives |
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Explain
the ICOB/MCOB disclosure requirements |
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Assess
an adviser's competence |
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Identify
strengths and weaknesses of the adviser's performance
and prioritise their development needs |
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Conduct
constructive feedback meetings with the adviser
to develop areas of weakness and build on strengths |
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Draw
up suitable action plans using effective objectives
to address both knowledge and skills |
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Establish
a meaningful CPD programme |
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Demonstrate
appropriate methods of coaching |
| Learning
Process |
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Pre-course reading to
cover knowledge requirement
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2 day course (with assessments)
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Development Plan
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