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.”

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; details of our next scheduled Supervisory Training Workshop are shown below.

• Date: Thursday 7^th May 2015;
• Location: Newcastle upon Tyne;
• 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 10-14 days prior to the workshop.

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