£0 – £152.51

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Trainee Financial Adviser Training Course

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Location

Location

IFAC Ltd

IFAC House

Andoversford Business Park

Andoversford

GL54 4LB

United Kingdom

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

Description

Delivered by experts with years of experience in financial services, this training course is specifically designed for Trainee Financial Advisers and Mortgage Advisers. This course is based around the following three key areas you will need to know in order to work as a Financial Adviser or Mortgage Adviser:

  • Compliance Manual

  • Training and Competence Manual

  • Procedure Manual (relevant to your firm)

You will also be provided with copies of each manual for all three areas covered.

Each of the three sections takes one hour to cover, and includes over 60 slides, plus handouts.

Each manual will set out, in general terms, the regulatory reponsibilities and minimum standards required for authorised firms and individuals, and will give new entrants a clear idea of expectations for your firm.

Upon completion of the training course, each delegate will need to sit a test, and if they pass, receive a CPD certificate to acknowledge completion. The course qualifies as Structured CPD.

Costs

Members- Free

Non-Members- £100 + VAT per attendee

Needs clarificaiton? chidi.kalu@ifac.eu


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Location

IFAC Ltd

IFAC House

Andoversford Business Park

Andoversford

GL54 4LB

United Kingdom

View Map

Refund Policy

Refunds up to 1 day before event

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