Products
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Consumer Duty Overview
CourseAn extensive overview of the Consumer Duty, explaining the development of the duty, its introduction and the scope of the Duty, interpreting key terms, offering approaches to understanding and realising the Duty with thought-provoking examples.
Free
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AML and Financial Crime - 2025
CourseThis course is designed for staff in financial services firms who need an understanding of financial crime. If you want to purchase the training in bulk for larger teams rather than per person, please contact [email protected].
£20
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DIY FCA Application Pack
CourseThis pack includes a Guide, a Compliance Monitoring Plan template for lenders, and a Regulatory Business Plan template for lenders, to support your application to the FCA.
£400
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Appointed Representatives Framework Pack
CourseThis pack includes a APR policy template, a due diligence questionnaire, an individual F&P assessment designed for APR staff, and a financial analysis template.
£299
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Financial Promotions Checklist
CourseAn editable checklist covering FCA requirements, supporting assessment against fair, clear and not misleading rules, content of the promotion, communications, ESG, The Consumer Duty and marketing.
£99
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Understanding The Data Protection Regulation (Senior) 2025
CourseThis course is designed for senior staff who handle personal information in the course of their work. If you want to purchase the training for larger teams, please contact [email protected].
£20