Within this module you will discover how to build a robust Training & Competency (T&C) scheme across a financial planning firm, and understand how these impact on individual advisers and how to manage their ongoing T&C. We will also delve into recruitment needs and explore what it means to not only attain, but also maintain competence.
We will finish off by understanding the regulatory requirements and how to abide by them... It's true what they say, we really do leave the best until last!
This course consists of three modules:
At the end of this module, you will be able to:
