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Audio Products

Our audio material cover all the CII's R0 Diploma exams and most AF Exams. These are a highly popular and effective means of revision.

Our material is in the process of being updated for the 2015/16 exams. Please see individual subjects for the latest information. These MP3 downloads are available through this website.

 
 

Study Notes

As there is no specific CII text for AF1, AF3 and AF4 these study notes have been designed to cover the key points, in a clear and concise manner (with explanations and calculations, where necessary)

 

 

 

T & C Supervision

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

Public course for 2015

 


Executive Development

Many people in financial services spend too much time working in the business, not working on it. Click here for courses and assessment tools to see how people management skills (and your business) can be developed.

 

 


Adviser Skills 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

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

Ian Patterson, founder, is a
CII accredited trainer at an advanced level.

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