Technical and training

Key Issues Seminars

threesixty provides regional workshops on a variety of subjects in response to our clients’ needs and requirements. These cover both revision courses for exams, such as CeMAP, and skills based courses.

Principal Forums

In addition to the more technical Key Issues Seminars, we provide a forum for Principals of IFA practices to meet and discuss business issues. In addition to presentations from industry figures on topics such as moving to a fee based model and client segmentation, contributions come from threesixty and we then retire to a local restaurant to continue the discussions.

Information Round Up

threesixty summarises all legislative, regulatory and product news in our weekly newsletter ‘Round Up’.  Designed to avoid information overload, it contains everything you need to know in one concise newsletter.

Client Newsletter

'Grapevine' is the periodic newsletter threesixty produce for advisers to issue to their own clients.  In Grapevine we seek to bring to your clients attention some of the topical issues that they may be reading or hearing about, such as Pensions Simplification, Civil Partnerships, Underwriting practices etc. 

Technical Helpdesk

threesixty provides access to highly qualified helpdesk support with your technical queries via telephone, email or fax.

The Faculty

The Faculty is a training facility designed to assist new advisers and staff qualify for the Cert FP or CeFA qualification. It comprises of a series of electronic workbooks and revision notes, written and presented in a user-friendly style, complete with tests and answers. Full email support is provided.

Additional Training

We regularly arrange bespoke training courses, and offer free regional supervisor training. We can also provide access to discounted course books from CII and a variety of knowledge assessment software.