Marketing
Find a whole range of guidance around how to increase your leads through marketing in this course.
To finish
Personal Development Plan (PDP)
This course is for you to develop your own Personal Development Plan of training. Read the guidance that will give you food for thought about what to consider when developing your plan. Upload your plan to the course and then review the plan regularly with your line manager to track how you are doing against
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(CL1) Policies
It is important that the compliance team have a strong understanding of regulatory and risk requirements. This course will ensure members of the compliance team have a robust understanding of the company’s compliance policies, risk management and the FCA requirements.
(CL1) Process
The day to day work of the Compliance Team is varied and includes risk assessments when recruiting, training regulatory requirements and monitoring the compliance effectiveness. This course will ensure compliance team members are equipped with the knowledge they need to recruit, train and monitor effectively.
Case Manager Level One – Knowledge
This course is to help you understand the basic Knowledge a Case Manager needs in order to deliver on the day to day role. It includes understanding the full mortgage and legal process, the documentation requirements and how to understand them, and some basic understanding of the compliance requirements of working within a regulatory environment.
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Case Manager Level One – Process
One of the most important parts of a Case Managers role is the ability to follow a set process so that the mortgage application progresses smoothly from start to finish and within the timeframes expected. This course will help Case Managers understand what is expected of them while processing a case including working to SLAs
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