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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.
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.
From the Faculty clients can access 'Buddy Study', 'RDR & Qualifications', 'Exam Question Spotter', and the threesixty 'Study Guides' amongst many other useful documents.
In the light of the RDR proposals on professionalism we have extended the scope of the Faculty to provide assistance with the Diploma courses offered by both the Chartered Insurance Institute (CII) and the Institute of Financial Services (IFS).
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. |