We're thrilled to announce that BWB Compliance is now a CISI-endorsed CPD provider.
This means that we can offer continuing professional development (CPD) credits for our programme of compliance training courses.
The Chartered Institute for Securities and Investment (CISI) is the UK's largest and most widely-respected trade body for professionals working in securities, investment, wealth and financial planning. This accreditation means that we have met their standards for content, materials, personnel, learning outcomes and delivery methods.
Today's news builds on our successful track record as a training provider over the last eighteen months, running both open access and bespoke compliance training which have been well-received and reviewed by attendees.
We run 2 main types of training open access courses, which anyone can register for, and bespoke sessions that are developed specifically for your business.
Our regular open access sessions focus on topics including:
- Compliance 101
- Financial Promotions
- Complaints Handling
- Combating Financial Crime
Our open access programme also includes 'hot topics' which change over time. Recent sessions have included:
- MiFID II for asset managers
- MiFID II for investment platforms
- Compliance and financial crime for P2P platforms
We're delighted to have received great feedback and comments from attendees - at present we have a 100% satisfaction rate with clients referencing how practical, expert and engaging our sessions are.
We know that when it comes to training, expertise isn't enough to be excellent. If it's been a while since you attended a really engaging training day, why not give us a try? You can expect plenty of interaction, space for discussion and knowledge-sharing throughout the day.
In addition to open access courses, we regularly run bespoke sessions for our clients. This enables us to ensure the content is specific to your firm's structure, market and approach and makes great sense where you want to roll out messages to a group of staff or peers.
As well as covering the topics above we have designed training on specific issues and for specific audiences such as:
- Appointed Representative training
- Social Media and online promotions
- Compliance for newly authorised firms
- PRIIPs workshop
- Refresher sessions for compliance officers
- Financial crime risk assessment workshops
Our bespoke sessions are well received, but don't take our word for it, here's the feedback we received from a CEO about the recent bespoke session we delivered for his firm on financial promotions:
"BWB Compliance provided us with training that was pragmatic, interactive and completely focused on our business. Gillian explained applicable rules and legislation in an easily digestible manner and provided lots of on-the-spot solutions to a number of queries that the team fired at her!"
Check out our list of upcoming sessions here, or get in touch with the team to discuss your bespoke training needs.
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