Financial services education and CPD design

I design curricula, certification units and CPD programs that make regulatory change teachable, so practitioners know what to do, not just what changed.

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What do I design?

• Professional curricula and certification units, including ethics and professionalism

• Exam questions and assessment

• CPD programs, e.g. retirement income and alternative assets courses for advisers, and an accredited course on professionalism and ethics in debt and lending advice

• Workshops and webinars for member audiences

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How do you make regulation teachable?

Start from the decision the practitioner has to make, then teach the rule through real cases. People remember the client in front of them far better than the section number.

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Who is this for?

Professional bodies, education providers, licensees and firms that need their people to understand a change and apply it.

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Can you speak at our event?

Yes. See Speaking.