Getting to grips with T&C Part 1

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Date/Time
Date(s) - 08/10/2026
2:00 pm - 4:30 pm

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Getting the very best out of your T&C scheme requires you to think and act more broadly than focusing on a narrow focus of prescriptive rules.  To structure T&C as a true business enabler requires you to not only understand key aspects of people and regulation but also how to weave them together to help achieve the desired outcomes.  Key aspects of regulation include the Senior Managers and Certification Regime, The Code of Conduct, the FIT regulations and Consumer Duty as well as the T&C Sourcebook requirements. You need to understand how these regulations interact with your culture and values as well as your people development practices.

Getting to grips with T&C is a two part online workshop specifically designed to help equip you with the essential elements you need to know as well as practical insights and ideas to build T&C into your business and not operate as a tick box bolt on.

Training & Competence (T&C) forms an essential part of FCA regulations. 2be Development Consultancy offers two online workshops which together cover all the content associated with this subject.

Each online workshop will last for 2.5 hours and will be facilitated using TEAMS software.  See details below.

The dates and sessions are as follows:-

Part One
29 September
8 October

Part Two
6 October
20 October

 

Part One

  • To understand the true purpose of T&C and how it fits within the regulatory jigsaw including its relationship with key regulations including SMCR, the Code of Conduct and Consumer Duty
  • To understand how T&C can apply to everyone, how it impacts customer journeys and how proportionality can work in practice
  • To know the difference between competence and consumer outcomes and how to set standards
  • To describe how to determine competence, set the height of the competence bar and its relationship with professional excellence
  • To connect your company culture to ethical behaviour, the code of conduct and FITness assessments under the Certification Regime
  • To understand the difference between performance management and  competence management and the risks of using the former without adjustment
  •  To build a portfolio  to support competence decisions using the three categories of evidence
  • To know the best practices associated with the design and structure of T&C procedures and how to model the key communication outcome expectations of  Consumer Duty

Part Two

  • To create a set of objectives/outcomes to effectively measure the performance of a T&C scheme and how it supports wider governance requirements
  • To be familiar with the different categories of KPIs and how to ensure you create a balanced approach to Management Information and the best way to measure consumer outcomes
  • To be aware of the growing role played by AI
  • To structure observation aids in light of Consumer Duty and the skills needed to use them effectively to support governance expectations
  • To design a ‘risk wave’ to identify high risk supervisors within the scope of your T&C scheme
  • To identify the key people risks within your T&C scheme and how to manage them
  • To know how to structure a review/audit of your T&C scheme

Easy Booking

Simply email your booking to office@t-cnews.com.  We will confirm your booking and issue an invoice.  An email containing the joining link is normally issued 2 working days before the event.

Price

The price per delegate is £275+VAT per part

 

 

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About Author

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I provide consultancy and support to UK based financial services companies helping them to design and implement practices that develop their people, achieve their business goals and comply with the needs of the regulators. I specialise in T&C, competence assessment and conduct which may be of particular interest to companies as they address the requirements of the Certification Regime and Code of Conduct requirements. My specialities include: Knowing you have a business to run Valuing your people as your greatest asset Keeping things simple, practical and relevant Engaging the business to promote ownership Ensuring Compliance is a natural by product of doing things well

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