E-learning

We offer a comprehensive E-learning system which enables our clients to effortlessly train their teams and keep accurate records which pass FCA scrutiny.

What’s included

Our E-learning system includes:

• Over 200 compliance, insurance and business skills courses and video clips
• 24/7 access across PC and mobile devices
• Varied content to suit different learning styles (e.g. videos and workbooks)
• Quizzes to test learning
• Certificates
• Automatic record keeping which complies with FCA requirements
• The ability to add other training to each delegate’s records
• Course prioritisation and scheduling control
• Customisation of the portal to your own branding (optional)

The benefits of E-learning

E-learning gives your team the flexibility to learn at their own pace whilst still hitting your targets. Unlike physical training courses, there are no travelling costs or disruption to disruption, delegates simply log in when they have a window of opportunity.

Course content

The E-learning content is designed to help your team reduce risks, improve their overall skillset and help you achieve business objectives. There are three main topic areas: compliance, business skills and technical.

Compliance content focuses on minimising risks to your business. Topics include:

• Data protection and security: to help your team to understand the implications of the GDPR and their responsibilities.
• Bribery act and financial crime: to help your delegates to spot risks and take the right precautions.
• Financial reporting: to ensure that returns are timely and accurate so penalties are avoided.
• Client money: to help safeguard your clients’ assets and protect your reputation.
• The Insurance Conduct of Business Sourcebook: to help your team meet the sales regulations and avoid disruptive and expensive compensation claims.

Business skills focus on equipping delegates with the skills needed for your business to achieve its objectives. Topics include:

• Business Development: to help your team recognise opportunities and achieve more sales.
• Treating customers fairly: to ensure that clients choose to stay with you.
• Complaint handling: to help your staff confidently turn negatives into positives and win customer loyalty.

Technical course content focuses on making delegates more confident in their use of technology so they are more efficient. Topics include:

• IT skills: to help your team become more productive and safeguard valuable data.