These courses range from Supervisor courses, to SMF16 & SMF17 training, Pensions technical, Family Investment Companies, FCA Consumer Duty, and BAT IT security courses for your staff
All who attend and pass the courses will be certified as accredited by IFAC in the relevant subject as required by FCA.
Ideal training for IFAs and mortgage brokers and their staff
All courses start at 10am and last for one hour unless stated, all online.
If you want to be kept up to date with regular emails for updated seminars, you can sign up for regular bulletins from our home page
Date | Training | Register |
27/06/2025 | Consumer Duty Reporting | Register |
11/07/2025 | SMF16 | Register |
18/07/2025 | Data Protection and the GDPR | Register |
01/08/2025 | SMF3 | Register |
05/09/2025 | Vulnerable Clients | Register |
12/09/2025 | SMF17 | Register |
19/09/2025 | Assessing Suitability - Investments/Pensions | Register |
03/10/2025 | Complaints Handling | Register |
17/10/2025 | FCA Returns - Data Provision | Register |
07/11/2025 | Assessing Suitability - Mortgages/Protection | Register |
21/11/2025 | Whistleblowing and the PIDA | Register |