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Issues
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There are many regulatory, compliance and TC issues facing the financial services sector and Insight is well placed to help you to deal with them.
Replacing paper Training and Competence (TC) systems
Creating a Proactive Management Tool
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Turning complaints into opportunities
Manage complaints swiftly and efficiently
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Improve the effectiveness of case checking whilst reducing financial costs
Introducing automated risk based checking
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Continuous Professional Development (CPD)
Advisers are responsible for undertaking Continuous Personal Development (CPD) and they must ensure it can be evidenced.
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Accessing and guiding the personal development process
Testing the competence of Staff is a key part of any training & competence scheme.
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More than passing exams!
On the 31st December 2012 the new RDR exams come into play.
Read more here
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Our clients include
People we work with
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Redland Business Solutions Limited v 1.2
