What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.

The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
 
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.

What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.

We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements. 

Please note, this course is currently fully booked. To be added to the reserve list, please register.

We are pleased to announce details of our fourth Best Practice event of 2026, taking place in July. As always, this event has been tailored to meet your CPD requirements and will offer valuable insights into current regulations as well as upcoming changes within the industry.

So, what do we have planned for the July Best Practice Event?
We will have two sessions from Graeme Stewart, Head of Consultancy, beginning with an overview of the key compliance updates Paradigm has issued since our Best Practice event in May.

In our second focused session, and based on a topical issue highlighted via your previous Best Practice feedback, we will focus on protection business. The top tips, hints and best practice to create a compliant file to demonstrate suitability of advice. We will cover the services, guidance and checklists that Paradigm provides for this key area of financial advice.

For this event, we will also be joined by ...
Matt Parlour, Market Insights Strategist at Tatton Investment Management, will explore the key themes investors should consider when building diversified portfolios against a backdrop of market volatility, global trade tensions and ongoing conflict. With the UK facing sluggish growth, persistent inflation and rising unemployment. Matt will also examine whether Artificial Intelligence could be the answer to the country's productivity problem, supported by practical insights to help with your client conversations.

Join us for Paradigm's online Best Practice compliance events. These sessions will be held online, with presentations tailored specifically to meet your CPD requirements, and to provide crucial updates, regulatory guidance and fresh ideas. We will focus on compliance, with added commentary and insights being provided by selected Strategic Partners designed to further enhance your 2026 CPD journey.

 In the days prior to each event, you will receive a NEW Training Needs Analysis (TNA) template for 2026. The template can be used to plan your CPD activities for the upcoming year.

The Best Practice events will offer you several hours of CPD across 2026 which will address many of your learning objectives and assist you in achieving your required annual CPD requirements. 

As we look ahead to the second half of the year, we are pleased to share details of our our 2026 Forum events - a series of insightful sessions not to be missed. We'll be back on the road in October with a number of my esteemed colleagues proving key updates on our business, the markets and much more.

We’ll be sharing the full agenda and further details shortly. 

Please note, this event will be Investment focussed.

As we look ahead to the second half of the year, we are pleased to share details of our our 2026 Forum events - a series of insightful sessions not to be missed. We'll be back on the road in October with a number of my esteemed colleagues proving key updates on our business, the markets and much more.

We’ll be sharing the full agenda and further details shortly. 

Please note, this event will be Investment focussed.
 

As we look ahead to the second half of the year, we are pleased to share details of our our 2026 Forum events - a series of insightful sessions not to be missed. We'll be back on the road in October with a number of my esteemed colleagues proving key updates on our business, the markets and much more.

We’ll be sharing the full agenda and further details shortly. 

Please note, this event will be Investment focussed.

As we look ahead to the second half of the year, we are pleased to share details of our our 2026 Forum events - a series of insightful sessions not to be missed. We'll be back on the road in October with a number of my esteemed colleagues proving key updates on our business, the markets and much more.

We’ll be sharing the full agenda and further details shortly. 


Please note, this event will be Investment focussed.

What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.

The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
 
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.

What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.

We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements. 

What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.

The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
 
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.

What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.

We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements. 

Join us for Paradigm's online Best Practice compliance events. These sessions will be held online, with presentations tailored specifically to meet your CPD requirements, and to provide crucial updates, regulatory guidance and fresh ideas. We will focus on compliance, with added commentary and insights being provided by selected Strategic Partners designed to further enhance your 2026 CPD journey.

 In the days prior to each event, you will receive a NEW Training Needs Analysis (TNA) template for 2026. The template can be used to plan your CPD activities for the upcoming year.

The Best Practice events will offer you several hours of CPD across 2026 which will address many of your learning objectives and assist you in achieving your required annual CPD requirements.