TRAINING COURSES AT IFAC
Written on 10/02/2021

IFAC TRAINING COURSES ARE HELD EVERY FRIDAY THROUGHOUT THE YEAR - 

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

  • Understand the FCA’s focus on evidencing suitability correctly
  • Ensure you are evidencing appropriateness correctly in SR reports
  • The critical link between FF and SR 
  • Your approach to risk profiling in KYC
  • Common errors found at IFAC
  • The feedback loop to "show me".

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.

Register here

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

if you want to be kept up to date with regular emails for updated seminars, click here to sign in


COURSETIME
ASSESSING SUITABILITY
Friday, September 30, 2022 10:00 AM 
SMF 17 TRAINING AND THE AML ROLE Friday 14th October 2022 at 10am
VULNERABLE CLIENTS AND THE FCA ACTION REQUIREDFriday 28th October 22 at 10am
FCA AND THE CONSUMER DUTYFriday 25th November 22 at 10am


SEE PREVIOUS COURSES














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