Browse all articles across people aspects of regulation and people development within UK financial services
There is a need for every employee involved in Training & Competence to go through a form of development in their working lives, to learn about the requirements of regulators, the systems specified by the firms that they work for, or for the required professional qualifications.
As training professionals, we use learning journeys (or learning pathways) to bring together all the multifaceted activities needed to achieve a goal. As we know, the best learning journeys include a mix of theoretical knowledge, the acquisition of skills, as well as real world application to help individuals gain experience.
The magical profession of financial services, where dreams are woven and futures shaped, there exists a guiding light—a beacon of wisdom and compassion. Michelle Hoskin, who has been supporting advisers and planners for over 25 years in this dynamic realm, offers profound insights into the emotional depths of success.
There has been much talk in my house of late about the impact that Artificial Intelligence (AI) is potentially going to have on different jobs as our boys are considering their first steps into the working world.
“Businesses need new skills at a rate faster than I’ve ever seen before – which means they need to help their employees evolve via upskilling and internal mobility.
Whilst we were all sleeping or enjoying being with people in a real-world setting, Zoom has been busy bringing in some neat new features to take your online events to a new level. I’ve tried them out, so here’s my summary of five with a snippet of how I’ve used them. In no particular order.
The Heart of Success In the ever-evolving landscape of financial planning, have you ever considered where the real cornerstone of success lies? It’s not just in the strategies we deploy or the technologies we embrace, but fundamentally, it’s within the people who drive these elements.
It is late 2023 as I write this piece intended to look ahead to our plans and priorities for the coming year, but in order to look forward I am first finding myself looking back at the previous 12 months.
Ah, the worlds of regulatory learning and professional development—both vital, yet profoundly distinct, for individuals and businesses in financial services. Imagine a ship sailing through turbulent waters; regulatory learning is your compass and map, setting your course and ensuring you don’t veer off into dangerous territory.
What do Bill Gates, Mark Zuckerberg, and I have in common? We’re all self-directed learners. I’ve proudly been a self-directed learner since 1994, when I realised that no employer of mine was ever going to provide me with the training and development that I needed to make a success of my fledgeling career.
Think back to when you were learning to drive. I know, I know for some of us that is a while ago, so if you are at that age, it may be easier to think instead about teaching a younger person to drive. We’ve been doing this recently with our eldest son.
Here at the Credit Services Association (CSA) we have always been committed to supporting our members and their workforce with their training and development needs.
