Online Training
and Webinars
Struggling to find courses that address core advisory skills?
There is most certainly a training & development gap for advisory firms.
Risk management is essential across all aspects of your business. Of greatest risk perhaps is clients receiving poor advice.
The occurrences of actual unsuitable advice are relatively rare. Conversely however, the instances of inadequate compliance standards are common. While there is no direct causal link between weak compliance and unsuitable advice, try telling that to the FCA and ambulance chasers.
It is essential therefore that client file compliance standards are high. To achieve excellence, training and assessment is needed.
Dedicated skills training, both initial and ongoing, should therefore be compulsory in our view. However, try to find suitable training and you’ll be disappointed.
This is why ATEB has developed these core modules to assist you in training and developing advisory staff.
Who can help?
Alistair MacDougall
Technical Manager
Often referred to as the Oracle or the Sage, Alistair has a wealth of financial services experience. He is our go-to Technical Manager and enjoys nothing more than a complicated conundrum.
Feel free to test his renowned knowledge by getting in touch.
Pricing
Online training & webinars:
We will be releasing more information regarding the online training modules soon
Or email us directly for more information using the button below.