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threesixty online hosts a library of example suitability reports to assist advisers in clearly and simply explaining the key points of their advice process, and recommendations to their clients.

More generic and technical content is available within our library of product factsheets. These can be attached as appendices to the main suitability report, explaining the product and risk considerations.

Mandatory and best practice points for inclusion in our clients’ suitability reports are detailed within our suitability checklists.

Development events and workshops

Our range of development seminars and workshops provide a valuable source of training and structured CPD. All of our development programme events are accredited by the CII, CISI and The London Institute of Banking and Finance and take place at various locations throughout the United Kingdom.

Events are ran exclusively to threesixty cleints, and are designed in response to client demand, covering the topics requested in our annual client survey and via the feedback collated from delegates at each of our events.

Remote learning

We’ve replaced the old e-Learning tests, within our online test tool, with a new and intuative, remote learning facility.

Remote learning courses include reading and visual learning aids to be studied prior to completing a ten question test. Completion of each activity earns up to sixty minutes of structured CPD. CPD certificates are provided upon completion. New courses will be added each month to support your ongoing CPD. Activities released in the first quarter of the year include SM&CR, protection activities and financial crime. You can access the ‘remote learning’ facility from within the online test tool.

CPD recording tool

Our CPD recording tool helps you to keep track of your continuing professional development and is compatible with the main accredited bodies to support your SPS requirements.

You can record all of your structured and unstructured activities, documenting learning objectives, reflective statements and keeping track of any activity that also supports IDD requirements.

Evidence of your learning can be uploaded securely and in some cases, for example upon completion of a threesixty remote learning course, this will be done automatically.

If you supervise staff, you can request access to monitor and assign your teams CPD activities, giving you full oversight of their progress. To arrange supervisor access, contact our account management team.

Question banks

Within the online test system, you can access knowledge assessments and remote learning.

Knowledge assessments are 20 question tests without learning material. Tests are available on a variety of subjects linked to the core RDR topics of Investments, Regulation, Pensions, Protection and Taxation.

Workbooks

If you need to refresh your memory prior to taking a test, our range of RO workbooks should prove useful.

In addition to the core RDR topics, some additional advanced tests in pensions and investments are available.

Coming soon! New training dashboards

The training dashboard is being designed to complement our existing CPD tool and make it easier for you to view, and manage, your CPD activity against your development plan.

The dashboard:

• Can be personalised to show your current CPD period.
• Will allow you to view and enrol onto available remote learning courses.
• Will link to an events calendar, allowing you to register for events that support your learning objectives.
• Makes it possible to see the CPD activities you have registered for with threesixty (upon completion these will be represented as completed hours).
• See how many hours’ worth of CPD you have completed and how many more you need to hit your target.

A supervisor version of this dashboard will also be available, allowing greater oversight for all your team members in one place.

Watch this space, it’s coming soon!

To support our clients’ personal development, assess their knowledge and assist them in meeting their annual CPD requirement, threesixty provide an online testing facility.

Many clients use this as a means of annual training and development for staff members, or as a means of assessing competency for potential new recruits.

Multiple choice tests are available in a number of technical areas, such as pensions, investments, tax and trusts. Financial crime and e-learning training modules are also available.

We provide a range of research and investment solutions to our clients, including a risk profiling tool, mapped investment and model portfolio solutions and comprehensive product and fund research.

All research is regularly updated, based on a review of the whole of the market and includes details on how it has been conducted and produced. Researched areas include fund research (such as OEIC & Unit trusts), and product research on investment bonds, pensions, income drawdown, protection and platforms.

threesixty also provide clients with access to other sources of research they may wish to consider to complement the research we provide.

Clients of threesixty can record their Continuing professional development (CPD) using our very threesixty CPD tool.

All records are securely stored on our servers, and all certificates saved against our clients’ personal record log.

Supervisor access can be arranged for your staff, which allow permitted users to monitor and review the CPD records of their staff.

threesixty provide clients with template client agreements and accompanied worked examples.

Best practice guidance and design tips are also available, including how to disclose your service and charges to your client.

T&C follows on naturally from your firm’s recruitment procedures, which, if implemented correctly, should ensure that the right people have been recruited for the right roles within your firm.

threesixty’s online T&C guidance covers procedures, achieving and maintaining competence, KPI’s, the use of file reviews, CPD, the supervisory role, qualifications, SPS, annual fit and proper assessments, notification of requirements and record keeping. We also have a suite of template documents to be used within your firm.

Each of threesixty’s R0 workbooks breaks down the syllabus of each CII R0 exam and publishes the key learning points, in addition to providing revision exercises and mock questions.

Workbooks are available for each chapter within the study text.

threesixty provide our clients with guidance regarding anti-money laundering, data security, anti-bribery and corruption, and combatting fraud.

Template policies and registers are available for firms to adopt, and a wide array of training materials, including reading material, videos, presentations, and tests are available.

threesixty carry out impartial reviews of Discretionary Fund Managers (DFMs) via on site visits, to assess the adequacy of their regulatory procedures and the transparency of their proposition.

Our assessments are designed to assist firms when choosing an appropriate discretionary fund manager.

threesixty have teamed up with iPipeline to provide free access to the Assureweb quotation system directly via threesixty online.

All quotes are free and can be retrieved for protection products, annuities and investment bonds.

Complaints can be a valuable source of feedback for your firm, helping to improve the services you offer, as well as enabling you to build and enhance your relationships with clients.

Within threesixty online we have a section dedicated to providing guidance on complaints handling procedure, the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS). In addition we provide a range of guidance answering the most frequently asked questions in this area.