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DTSTART;TZID=Europe/London:20260603T100000
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UID:13193-1780480800-1780489800@createsolutions.co.uk
SUMMARY:Compliance Academy: Building Your Strong Foundations
DESCRIPTION:Being in a Compliance Officer role\, you wear many hats and get involved in so many projects. You may feel pulled from pillar to post or that you are spinning plates (sound familiar?) It’s an exciting and responsible role. One which can make a massive difference to the success of the business and one where it can’t stand still. \n\n\nThis session is for those who have a compliance/risk role but is also good for those who have an SMF function/directors of companies. Build your CPD and be well equipped. \n\n\nDuring the session we will discuss and explore the following topics: \n\n\nHow the Compliance Officer role is changing – Risks and Opportunities\nA recap on SMCR\nGovernance and risk management – your link and why this is important\nConsumer Duty – your role in delivering good outcomes\nHaving your fingers on the pulse\nResilience – looking after yourself and other stakeholders\nThe FCA – How they operate and interact with firms\nNon-Financial Misconduct – what you need to know!\n\n\nThe session will be hosted by Create Solutions and you will have the pleasure of meeting several Create Solutions Staff/consultants \n\n\nDate: 3rd June 2026 Time: 10:00am – 12:30pm (including breaks) \n\n\nCost: £325 plus vat per person \nRead More: Building Your Strong Foundations \n\n\nTo book: click to book or email deborah@createsolutions.co.uk \nZoom details will be sent in advance. \n\nBook your place
URL:https://createsolutions.co.uk/training/compliance-academy-building-your-strong-foundations-2/
CATEGORIES:Compliance Academy
ATTACH;FMTTYPE=image/png:https://createsolutions.co.uk/wp-content/uploads/2026/04/Compliance.png
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DTSTART;TZID=Europe/London:20260617T100000
DTEND;TZID=Europe/London:20260617T120000
DTSTAMP:20260527T143829Z
CREATED:20260526T152331Z
LAST-MODIFIED:20260527T143829Z
UID:13355-1781690400-1781697600@createsolutions.co.uk
SUMMARY:Compliance Academy: Making Compliant Sales
DESCRIPTION:This session covers the various ICOBS requirements\, the important concepts in Insurance Distribution\, what to look for in creating or reviewing your Sales Process\, and writing and checking your Financial Promotions. It also covers the practical application of the Consumer Duty: Consumer Understanding Outcome.  \nWe will look at where the FCA’s focus is\, learn some lessons\, and share best practice. \nIt is ideal for those who are new to the Compliance role or are wanting to refresh or increase their knowledge and understanding of this topic with the very latest information. \n\n\nDuring the session we will discuss and explore the following topics: \n\n\nSimplifying your Documentation\nEverything the customer needs to know\nSales Monitoring and why it is essential\nConsumers and Commercial Customers – Insurance law and how to explain information disclosure\nHow to explain Advised & Non-Advised Sales\nDemands & Needs\nConflicts of Interest disclosures\nPremium Finance – all the information to provide to the customer\nCompleting the Sale\nProduct Specific Rules of ICOBS\, including the Consumer Renewal Rules and many others\nAdd-ons\nFinancial Promotions\nThe Consumer Understanding Outcome under the Consumer Duty\n\n\nDate: 17th June 2026 \nTime: 10:00am – 12:00pm (including breaks) \n\n\nCost: £325 plus vat per person \nRead More: Making Compliant Sales \n\n\nTo book: click to book or email deborah@createsolutions.co.uk \nZoom details will be sent in advance. \n\nBook your place
URL:https://createsolutions.co.uk/training/making-compliant-sales-consumer-duty-training/
CATEGORIES:Compliance Academy
ATTACH;FMTTYPE=image/png:https://createsolutions.co.uk/wp-content/uploads/2026/04/Compliance.png
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