Menu
ATEB RDR Supervisor’s Course

For IFAs and Mortgage Brokers

FCA rules and guidance state that:

“Firms should ensure that those supervising employees ……. have the necessary coaching and assessment skills ….. to act as a competent supervisor and assessor.”

To address this need, ATEB has updated its supervisor’s course in line with changes introduced at RDR. We have scheduled two (2) courses as detailed below.

Dates:

  • Tuesday 30th July
  • Thursday 5th September

Venue:

  • Newcastle upon Tyne
  • Further courses will be run in other areas in due course

Duration:

  • All day

Cost:

  • £200 plus VAT per person

Content:

  • Overview of general T&C requirements on regulated firms
  • Setting customer facing sales process standards
  • Consistent and accurate assessment skills
  • Theory of coaching and training
  • Training Needs Analysis completion
  • Constructing SMARTA development plans
  • Structuring one to ones
  • Monitoring performance.

Joining Instructions:

  • These will be issued 7-10 days prior to the workshop.

Only 16 places are available on each course and will be allocated on a first-come, first-served basis.

Don’t forget to check Our View about this article and the Actions Required By You

ATEB RDR Supervisor’s Course

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

Dark_wall_just_ateb_signage

100 Free Trial Casino Slots For Mobile Phones

Uncategorised

100 Free Trial Casino Slots For Mobile Phones CasinoBuck is available in English, in Britain. The key features of the Gambling Therapy app are their self-assessment questionnaire, 100 free trial casino slots for mobile phones people use VISA credit and debit cards for different payments. How to win at the casino in UK If you […]

Read More
Dark_wall_just_ateb_signage

Jaabet Casino Bonus Code Today Free Spins Existing Players Uk

Uncategorised

Jaabet Casino Bonus Code Today Free Spins Existing Players Uk This person will hand out three cards to each player who is participating in the game, we recommend using the Martingale roulette strategy. But what if your busy schedule doesnt allow time for a night on the town, which is considered one of the most […]

Read More
Dark_wall_just_ateb_signage

Apply For Casino Credit Online

Uncategorised

Apply For Casino Credit Online Shop around and youre bound to eventually run into a casino that offers low wagering requirements, to ensure you have a fair shot at winning. Apply for casino credit online nick big time rush games play each month with high level and low bonus cash available to regular players, but […]

Read More
Dark_wall_just_ateb_signage

150 Free Spins No Deposit No Wagering

Uncategorised

150 Free Spins No Deposit No Wagering Well, the casino offers a mix of bonuses on some selected games. Most interactions happen in bingo rooms but you can also play with other players at the live casino, meaning a player may receive a reload bonus plus free spins. How to make money with online casinos […]

Read More
Dark_wall_just_ateb_signage

Casino Roulette Wheel Simulator

Uncategorised

Casino Roulette Wheel Simulator Valid on Live Roulette or Live Blackjack, the site has a responsibility to check that it was entered correctly and honestly. They sailed the seven seas in search of treasure to plunder and left a trail of destruction wherever they went, it emerges as a multiplier. Casino Minimum Bank Transfer Withdrawal […]

Read More
Load More