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.  

All of our material is now current for the 2014/15 tax year.

MP3 downloads are available through this website


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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What's New

NEW - Public Supervisor Accreditation Course 9 June 2015

All of our Audio material has now been updated for 2014/15

Brand New – free April 2015 exam guides for AF1, AF2, AF3, AF4, AF5 and AF6 – Click here to register

AF1, 2, 3, 4, 5 and 6 training available in house for 5 or more people - Click here

AF6 - Senior Management and supervision subject - Click here

Latest Press Article. View here

J10, J11 & J12 courses - Click here

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