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.”
It is important therefore that firms can demonstrate that they meet the FCA’s rules and guidance in this respect.
ATEB provides training to address this need.
Supervisor Training Workshop – 5 September 2018
This workshop is aimed at new supervisors and will cover the following aspects.
- 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.
Details of the next scheduled Supervisor Training Workshop are shown below.
Date: Wednesday 5 September 2018;
Location: To be confirmed;
Duration: All day;
Cost: £200 plus VAT per person.
Management Skills Part One – 12 September 2018
This workshop is aimed at existing supervisors who wish to take their skills to the next level. This practical one day workshop covers the following aspects.
- Regulatory background
- What makes an effective people manager?
- Situational leadership -a practical technique for managing performance
- Effective communication – listening and question skills
- Communication group exercise
- Observation and feedback skills
- Developing people – coaching, coaching exercise
Date: Wednesday 12 September 2018;
Location: To be confirmed;
Duration: All day;
Cost: £200 plus VAT per person.
Management Skills Part Two – 10 October 2018
This workshop follows on from part one* and covers the following aspects.
- Review of part one
- Motivating people
- Developing people – learning styles
- Managing teams
- Team exercise
- Managing Performance and running effective 1:1 meetings
* you should only sign up for part two if you are also doing part one.
Date: Wednesday 10 October 2018;
Location: To be confirmed;
Duration: All day;
Cost: £200 plus VAT per person.
Please register your interest in the workshops you are interested in as indicated below. Joining Instructions will be issued 10-14 days prior to the workshop.
Tax Year End Update
Doug McFarlane Suitability 2024, Pension, transfer, Update
Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs for the 2024/25 tax year. Full details can be found below: Pensions Existing ‘Lifetime Allowance’ wording removed and replaced with new ‘Lump Sum Allowance (LSA)’ and ‘Lump Sum and Death Benefit Allowance (LSDBA)’ wording. In […]