These courses range from Supervisor courses, to SMF16 & SMF17 training, Pensions technical, Family Investment Companies, FCA Consumer Duty, and more
Look out for our most popular courses....
ASSESSING SUITABILTY OF ADVICE FRIDAY 30th SEPTEMBER AT 10AM
On completion all who pass the exam will be certified as accredited by IFAC as receiving training in Suitability as required by FCA and stated in many T&C manuals.
90 minute session - starts at 10 am until 11.30 am, including assessment exam if required.
On completion all who pass the exam will be trained in Suitability.
Ideal for advisers whose files continue to fail the file checker assessment.
Taken by Kirsty Turner
IFAC Members - free to attend.
If you do attend, you get CPD certificates and the chance to interact, and an examination at the end, usually moderated by our auto-compliance partner BAT.
All who attend and pass will be provided with CPD certification by IFAC in this subject as required by FCA.
An online link will be sent out two days before the event
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|ASSESSING SUITABILITY||Friday, September 30, 2022 10:00 AM |
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