Conducting a Training Needs Analysis of a business is important. This includes conducting risk assessments and risk ratings for each of the key areas of your business and reviewing your measures of success.
From new adviser to competent adviser CPD training records /development and progress, KPI reviews of individuals, sales teams and regions throughout the UK.
David is experienced in liaising at all levels and departments within a T&C / Learning function and develop relationships within the business.
He can help support the development and implementation of your T&C requirements that will provide a framework from the onboarding to competence journey of new advisers, to the ongoing CPD requirements of experienced advisers to meet FCA T&C requirements.
Design and deliver training for new advisers as part of their initial /ongoing learning journey. Supporting the development of a compliant end to end customer journey, ensuring that all regulatory and customer requirements are defined and implemented for achieving sign off when attaining competence.
For experienced advisers we can help develop and increase your adviser’s knowledge, skills and awareness and develop strategies that lead to improvements in competency levels throughout your business.
Where development needs are identified we can complete a full training needs analysis to help your advisers attaining and maintaining competence through knowledge and skills assessments.
We can create risk reports and SMART action plans, monitor and review outcomes with individuals. Implement bespoke training to the needs identified.
Help your management team understand the importance of having quality and meaningful developmental support meetings with their advisers. Helping them to understand the importance of ongoing monitoring of risk ratings, review of monthly / quarterly MI reports provided and the importance their support role in the development of their advisers via coaching and feedback on the back of quality 1 to 1 meetings with their advisers.