Practical FCA and Credit Broking Training

Training shaped around your business

Start with what your firm does, who will attend and where you want greater clarity. That might be a process, a set of communications or a governance responsibility. We can discuss whether a single-topic workshop, focused series or tailored programme may suit your needs, with the scope and materials agreed before the work starts.

Topics we can discuss

FCA fundamentals and how they relate to the firm’s activities

Financial promotions, including practical review of website, paid-search and social content

Consumer Duty and the questions it raises for the customer journey

Credit-broking responsibilities and working with third parties

Governance, conduct and the responsibilities of relevant roles

A practical partnership

How we work

A practical programme, shaped around your business, your people and the topics you want to cover.

Discuss your training needs

01

Tell us what you need

Tell us about your business, the people attending and the topic you want to cover.

02

Shape the programme

We discuss the scope, format and material that would be useful.

03

Agree the arrangements

We agree the programme, delivery arrangements and fee before the work starts.

Practical discussion and examples

The proposed programme can include practical examples, discussion and knowledge checks where appropriate. Any use of your own business materials is agreed in advance, with confidential information handled through the agreed route.

Service note: Training is scoped separately from application preparation, formal approvals or other advisory work unless these are expressly included in the engagement.

Discuss a training need

Tell us which topic you would like to cover, who the training is for and whether you have a particular timing requirement. We will use that information to discuss a suitable next step.