The Chartered Insurance Institute is set to host its next forum on training and competency issues and associated affects on IFA business models on 12 May.
Taking place at the CII’s Insurance Hall premises in London, the forum will look at regulatory demands, such as the need to ensure staff are “competent” in the eyes of the FSA, and how to approach solutions offered on the market.
Meeting the cost of T&C requirements is a major challenge for businesses large and small, from both the perspective of choosing a solution and paying for it, the CII says.
The forum will look at generating understanding of how to design a T&C scheme to meet FSA requirements, and encourage discussion among those attending of experiences, mistakes and lessons learned in this area, the CII adds.
Speakers confirmed so far include Clare Boyle, FSA manager mortgages & general insurance policy and evaluation; Kate Foreman of Robin Wood Associates; Peter Rainey, learning and development consultant at Marsh Limited; and Sandy Scott, CII director general.
CII members will be charged £60 to attend, or £75 for non-members. More details are available by calling 020-7417-3593, or emailing [email protected]
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From 6 April 2019