Summer School 2021


Over the next 3 months 2be Development Consultancy will be running 3 online workshops on 3 different dates under our Summer School programme. Book now and attend the 3rd workshop for free. (You can ask someone to attend instead of you if you wish)

The 3 workshops are all key elements of the SM&CR.  We know from recent activity that some firms would like to review the way in which they have performed key aspects and are looking for help.
2be Development Consultancy are happy to perform reviews of your T&C or Certification Regime schemes or, as is this case, share their expertise on key subjects.

The details of the 3 events are as follows;

Fit and Proper Assessments Part 1
To breakdown how to conduct an FCA fit and proper assessment into the component parts and fully understand what the FCA expect from each component
To be able to determine standards associated with Competence and how to perform a gap analysis

  • 16 August
  • 20 September
  • 20 October

Fit and Proper Assessments Part 2
To be able to detail the links between your culture and values and the FCA code of conduct.
To be able to follow best practice when assessing a person’s Competence to ensure that when you conduct an FCA fit and proper assessment you fulfill the needs of your firm and the regulator.

  • 18 August
  • 22 September
  • 22 October

Understanding your firm’s cultures
One of the key components of creating the correct response to the SM&CR regulations is understanding your firm’s culture and the part it plays. In this online workshop we take a closer look at the ways you can identify the type of firm’s culture you have as well as the separate culture you have created through the operation of your T&C scheme. To be successful you need to understand each culture and the steps you may need to take to align them if necessary.

  • 26 July
  • 25 August
  • 13 September

Each workshop is facilitated over Zoom and runs between 1000-1200

Each delegate place is charged at £75+VAT per workshop

How to book
Email to book your place at each workshop.  You do not have to attend all 3 workshops.  However, if you book three delegate places (1 at each workshop) you will be given the third delegate place for free. Please remember someone else can attend instead of you so it’s a great way to share the events amongst colleagues.

Premium+  and Premium+Flexi Subscribers can attend these workshops for free
These subscription categories offer you the opportunity of attending these workshops for free.  Find out more about these subscriptions here

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About Author

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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