We have developed an online training course to assist T&C supervisors demonstrate competence in their role. The course is set up as a self-study resource, although optional remote support is available to discuss the modules, answer questions and test learning.
There are four separate modules, being:
- Module 1: Understanding Training & Competence (T&C) Requirements
- Module 2: Assessment Skills & Knowledge
- Module 3: Coaching & Training Techniques
- Module 4: Monitoring Skills & Methodologies.
Each module includes:
- A video presentation that can be paused and replayed to enhance understanding
- Supporting reference material
- A workbook for you to take notes, answer some key questions, complete exercises
- Knowledge test (module 1 only)
- CPD certificate.
Each module costs £75 plus VAT.
Optional, remote support is charged separately.
New Content Integration with Pacific Asset Management
Doug McFarlane Suitability 2025, Content Integration, content management, EU, FCA, Integration, Investment, ML, Pacific, Pacific Asset Management, PI, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 9 April 2025. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Pacific Asset Management to provide our customer firms with access to the following: A description of their service […]