Paradigm Compliance Events

The Investment Advice Assessment Tool (IAAT)

Compliance

Friday 10 October, 09.30-12.30

Online

Cost: £395 + VAT

FCA launches The Investment Advice Assessment Tool (IAAT).

Book your place at one of our events to learn all about the IAAT.
(This event is limited to 5 attendees)

Register for this event

I just wanted to take this opportunity to thank you for inviting me to the Paradigm Specialist Protection Event… This was the first event that I have been to in my new role as a Protection Adviser, and I have taken such a lot from it.

Linda

Puzzle Financial Solutions
Your events are always very welcoming, friendly and informative, so well worth attending with other like minded professionals.

Marilyn Holmes

Ashley Price Associates
I found the course very useful and I have come away with lots of action points to review. I also enjoyed the presentation style which certainly helped to keep our attention.

Gia Rhone

Cockburn Lucas
It was a great event and following Tim’s at Exeter Friendly’s presentation I have been able to place a tricky life case for a client with diabetes, so very worthwhile attending.

Mark Weller

Financial Profiles Limited
5/5 for relevance, delivery as promised, quality of presentation and handouts I found the course extremely helpful and gave some good additional points of action that we are currently missing. Graeme taught the course amazingly, the right balance of information with the ability to go off track a little bit to clarify a few points

Katie Badiani

Compliance Manager from First Financial
“A really valuable Mortgage & Protection workshop. we learned so much which will no doubt convert to business. Two informative presentations plus 4 round tables covering several lenders and Insurance providers. We met great BDMs and industry colleagues, had a fantastic lunch and was back in the office all within 4 hours. Really worthwhile and a will be a permanent fixture in our diaries as a must attend event”.

Rachel Lummis

Mortgage & Protection Adviser at Xpress Mortgages
It is hard to get excited about compliance, but Graeme, you seem to, and it is infectious. The course has raised a number of points that we will go away, review and implement. A fine refresher of some of the most recent pieces of regulation that have come into play.

Nigel Graham

Financial Planner, SRG Financial Management Limited
Paradigm

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Paradigm Consulting is a Member of the Association of Professional Compliance Consultants and also the Consumer Duty Alliance.

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Paradigm House
Brooke Court, Lower Meadow Road,
Wilmslow, Cheshire SK9 3ND

0161 486 4890

Paradigm Consulting is a trading name of Paradigm Partners Ltd
Office address: Paradigm Partners Ltd, Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND
Paradigm Partners Ltd is registered in England and Wales. No.09902499. Registered Office: As above