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.

Classroom training

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;
  • AML/CTF;
  • 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 forest

    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.

  • Capital Markets forest

    Capital Markets

    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.

  • Wealth Management forest

    Wealth Management

    Cosegic’s experienced Wealth Management team can help you interpret the regulations, using our in-depth knowledge to simplify complex regulations.

  • Payment Services Cryptoassets forest

    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.

  • Consumer Credit forest

    Consumer Credit

    We have successfully managed over 800 FCA applications for credit firms and currently have over 350 credit clients benefitting from our ongoing support.

  • Insurance Mortgages Claims forest

    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.


Our team

Our team of ex-regulators, industry practitioners and subject matter experts help to minimise the regulatory burden, offering practical, usable advice and solutions that work for our clients and the Regulator.

It’s through the breadth and depth of their collective expertise and experience that we provide an outstanding service and ensure that compliance makes a positive contribution to a firm’s day-to-day running of their business.