Our training options...
Ensuring your management and staff receive appropriate compliance training is a requirement of the FCA's regulations. We offer two options, a market-leading e-learning platform PortALL and bespoke classroom training and workshops.
Online training with PortALL
Most FCA firms use an e-learning platform to provide and evidence their staff training. Our market-leading online system has over 5,000 active users. It covers the obligatory modules in FCA Principles, Anti-Money Laundering and Treating Customers Fairly as well as more specific role requirements. Key features include:
- Training, assessment and certification;
- CPD accredited courses;
- Detailed audit trails, user records and competence reporting;
- Automated email reminders and Outlook Calendar integration; and
- A white-label option available for larger firms.
Firms that require a higher-level, more in-depth training experience can book classroom training and workshops. Our classroom training sessions can be run in house or online via teams/zoom call depending on your preference. These sessions can cover all areas of compliance including:
- Consumer Duty;
- Payment services/PSD2;
- SMCR conduct rules;
- Culture and ethics; and
- Board briefings that help firms consider their risk and compliance planning and strategies.
The sectors we work with...
Wholesale Investment Firms
Our large team of wholesale industry experts work with clients including hedge fund managers, private markets firms, brokers and corporate finance firms.READ MORE
Our Capital Markets team use their experienced regulatory knowledge to help asset managers and broker dealers with a full service offering over a large spectrum of regulatory issues.READ MORE
Cosegic’s experienced Wealth Management team can help you interpret the regulations, using our in-depth knowledge to simplify complex regulations.READ MORE
Payment Services & Cryptoassets
Our industry leading team know the regulatory landscape inside out, with our experience extending from traditional and challenger banks, authorised e-money and payment institutions through to fintechs and cryptoassets.READ MORE
We have successfully managed over 800 FCA applications for credit firms and currently have over 350 credit clients benefitting from our ongoing support.READ MORE
Insurance, Mortgages & Claims
Whether you are looking for support in the insurance, mortgages, claims management or funeral planning space, our dedicated team of ex-regulators and industry practitioners are here to support you.READ MORE