MASTER: Training & Competence Scheme

25/08/2021

Online

9:30 am

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.

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Why should I attend?

At the end of the course, delegates will:

– Be able to conduct a Training Needs Analysis on a firm and their 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? 25th August 2021.
Where? Online
Cost? £145 + VAT for clients of The Verve Group or £195 + VAT for Non-Clients

How do I sign up?

Simply sign up below.