MASTER

MASTER: Training & Competence Scheme

Our MASTER: Training and Competence workshop will look at how to create a comprehensive T&C scheme, creating routes to competence and personal development plans for all your staff. Delegates will benefit from a number of different learning outcomes including understanding the supervision, record keeping and documentation requirements relating to T&C and coming away with the necessary skills and knowledge to initially assess and maintain competence in the real world.

This workshop will be delivered in our usual style, interactive with small delegate numbers to ensure that you get the most out of the sessions. Sharing best practices and learning how other firms approach situations is the name of the game for this style of event.

Find out more about our MASTER events below:

Why should I attend?

At the end of the course, delegates will:

  • Be able to conduct a Training Needs Analysis on a firm and its advisers.
  • Be able to manage the disciplinary and potential termination process for certified advisers/employees.
  • Have the necessary skills and knowledge to initially assess and maintain competence in the real world.
  • Understand the supervision, record keeping and documentation requirements relating to T&C.
  • Know how to build the KPI’s that fit your firms’ advisers risk assessments.
  • Understand the CPD requirements for advisers and admin staff.

Who’s hosting?

Christian Markwick, Head of Adviser Support – Apricity Compliance

Christian is Apricity’s Head of Adviser Support. Having been an adviser, T&C Manager & SM16/17 for many years, he is very well placed to understand what makes firms tick, what many are trying to achieve and how to assist them in getting there.

MASTER: Training & Competence Scheme


When? 27th April 2022.
Where? Online
Cost? £145 + VAT for clients of The Verve Group or £195 + VAT for Non-Clients

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Date

Oct 26 2022

Time

9:30 am - 1:30 pm

Location

Online
Apricity Compliance

Organizer

Apricity Compliance
Phone
01325 952 969
Email
hello@apricitycompliance.co.uk
Website
https://apricitycompliance.co.uk/
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