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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 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.

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

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.

Our annual events programme covers the topics requested in our annual client survey and via the feedback collated from delegates at each of our events.

Additional training workshops supplement our core development events and include: supervisor courses, interpersonal skills, exam training and open topic discussion forums.

If you miss a round of events, video recordings and slides for each of our development events are available on threesixty online.

Our development events are available exclusively to threesixty clients.

Attendance at our additional training workshops is subject to availability - threesixty clients get priority access.

Subject to availability non-clients can register places at these events at a cost of £275+VAT per event.

Forthcoming workshops

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.

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 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.

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.

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 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.

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.

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. 

Our guidance on pensions and retirement covers the features/options, risk considerations and suitability of various pension and retirement products you may recommend to your client.

Also included are example questions you can pose to your clients during a retirement or drawdown review meeting, and a white labelled ‘Guide to retirement options’ that can be personalised and shared with your clients to explain their options approaching decumulation.

A ‘frequently asked questions’ section provides answers on subjects such as carry forward, auto enrolment and the lifetime allowance.

Research on pension products, such as group personal pensions, stakeholder pensions and SIPPs is also available.

Our Investments guidance covers the features/options, risk considerations and suitability of various investment products you may recommend to your client including assistance for those producing a centralised investment proposition and considerations for firms establishing an investment committee.

There is also answers to the most commonly asked questions to our technical helpdesk on subjects such as Enterprise Investment Schemes, Venture Capital Trusts and Lifetime ISAs..

Research on investment products, including investment bonds, investment trusts and OEIC & unit trusts is also available.