Following fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024.  As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas.

The Strategic Partner joining us for this webinar will be M&G & Paradigm's Policy Supervisor, Carmen Bews

Following 2 successful Breakfast Briefing events in 2023, we are delighted to be bringing these short, informative sessions back for 2024! The event will entail a concise presentation where you will learn about the origins of Business Relief, what it is and how it works with Foresight.

Join Head of Sales Development, Richard Roberts, who will discuss the Inheritance Tax landscape and its continued forecasts for growth, along with insights into recent political commentary and outlook; and what risks and opportunities this may present for your business - especially in light of Consumer Duty and requirements for delivering best outcomes for clients.

Using a series of client planning scenarios, you will learn how to identify what types of clients Business Relief may be relevant for; identifying new business opportunities; and how to begin conversations with existing clients, so as to expand your knowledge and grow your confidence in this area.

You're invited! Our next Essential Skills workshop webinar will focus on dealing with vulnerability under the Consumer Duty. This online event is essential for everyone in an advisory practice regardless of whether you provide investment, protection or mortgage advice.

Some of Paradigm's experts, Bob Jones (Compliance Consultant), Carmen Bews (Policy Supervisor) and Graeme Stewart (Head of Consultancy) will deliver practical support to help firms:

• Recognise vulnerability and understand what the FCA’s expectations are in relation to vulnerability under Consumer Duty
• Grow confidence when dealing with vulnerable clients
• Construct the tools that you will need to deal with vulnerable clients
• We will also show you where to find further support tools and other learning resources

Following fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024.  As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas.

The Strategic Partners joining us for this webinar will be announced shortly.

Following fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024.  As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas.

The Strategic Partners joining us for this webinar will be announced shortly.

A two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities.
 
The second step is the course itself. Held online using Microsoft Teams, and taking place over two morning sessions (9:30 to 12:30), the course entails reviewing the pre-course work, discussing any learning points taken and looking at a supervisor’s activities to determine how a competence and certification process can be put in place for both the supervisors themselves, as well as for the advisers they supervise.
 
As you would expect, the courses have been fully updated in light of the introduction of the Consumer Duty and each course is unique, dealing with current compliance themes and best practice standards.
 
The courses are suitable for both new supervisors and those who have been in the position for a period of time but who may not have topped up their knowledge and learning recently.

Firms are encouraged to follow up the course with support from the Paradigm Consultancy team. The team can assist in reviewing the actual supervisor’s work in-field when undertaking (for example) observed interviews, 1-2-1 and KPI meetings and certification/competence assessments of the advisers their supervise. We also offer a ‘check the checker’ approach for supervisors who undertake their own in-house file reviews.

What does it cost?
The cost of each course, which includes the pre-course work is £650+VAT, with a second place being made available at £250+VAT for an individual from the same firm.
 
 

A two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities.
 
The second step is the course itself. Held online using Microsoft Teams, and taking place over two morning sessions (9:30 to 12:30), the course entails reviewing the pre-course work, discussing any learning points taken and looking at a supervisor’s activities to determine how a competence and certification process can be put in place for both the supervisors themselves, as well as for the advisers they supervise.
 
As you would expect, the courses have been fully updated in light of the introduction of the Consumer Duty and each course is unique, dealing with current compliance themes and best practice standards.
 
The courses are suitable for both new supervisors and those who have been in the position for a period of time but who may not have topped up their knowledge and learning recently.

Firms are encouraged to follow up the course with support from the Paradigm Consultancy team. The team can assist in reviewing the actual supervisor’s work in-field when undertaking (for example) observed interviews, 1-2-1 and KPI meetings and certification/competence assessments of the advisers their supervise. We also offer a ‘check the checker’ approach for supervisors who undertake their own in-house file reviews.

What does it cost?
The cost of each course, which includes the pre-course work is £650+VAT, with a second place being made available at £250+VAT for an individual from the same firm.
 
 

Following fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024.  As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas.

The Strategic Partners joining us for this webinar will be announced shortly.

A two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities.
 
The second step is the course itself. Held online using Microsoft Teams, and taking place over two morning sessions (9:30 to 12:30), the course entails reviewing the pre-course work, discussing any learning points taken and looking at a supervisor’s activities to determine how a competence and certification process can be put in place for both the supervisors themselves, as well as for the advisers they supervise.
 
As you would expect, the courses have been fully updated in light of the introduction of the Consumer Duty and each course is unique, dealing with current compliance themes and best practice standards.
 
The courses are suitable for both new supervisors and those who have been in the position for a period of time but who may not have topped up their knowledge and learning recently.

Firms are encouraged to follow up the course with support from the Paradigm Consultancy team. The team can assist in reviewing the actual supervisor’s work in-field when undertaking (for example) observed interviews, 1-2-1 and KPI meetings and certification/competence assessments of the advisers their supervise. We also offer a ‘check the checker’ approach for supervisors who undertake their own in-house file reviews.

What does it cost?
The cost of each course, which includes the pre-course work is £650+VAT, with a second place being made available at £250+VAT for an individual from the same firm.