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.

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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.

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.