01 / FCA
FCA Compliance Training
Conduct risk, Consumer Duty obligations, SMCR individual responsibilities, anti-money laundering, market abuse, and product governance, built around your firm's regulatory permissions, client base, and internal policies.
02 / SMC
SMCR Individual & Senior Manager Training
Bespoke training programmes for Senior Managers, Certified Persons, and Conduct Rules staff, covering individual accountabilities, prescribed responsibilities, and regulatory obligations specific to their role and function.
03 / AML
Anti-Money Laundering & Financial Crime
AML training that reflects your firm's specific risk profile, transaction types, and client categories. Scenario-based modules that put staff through realistic suspicious activity situations.
04 / PRD
Product Knowledge & Adviser Competency
Bespoke product training for advisers, paraplanners, and client-facing staff, covering your specific product range, suitability requirements, and target market definitions.
05 / PRO
Professional Skills & Leadership
Client communication, negotiation, presentation skills, and management development, built for professional services environments where the quality of human interaction is as important as technical knowledge.