Courses

Our public courses can also be presented in-house for you, with the majority also available in live webinar format. Please contact us for details.

Did you know you don’t have to book multiple places on just one course to get our fantastic discounts? – you can book different participants on any of our courses and still get the same discount

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Effective Suspicious Activity Reports & Suspicious Transaction Reports - The 5 'W's

Expertly write effective SAR/STRs and master the data collection process. Learn how these reports can meet existing regulations and how regulators and law enforcement need them written to apply these regulations correctly.

Effective Writing Essentials for Corporate Finance & M&A

Gain the expertise to craft clear, concise business reports

Embracing Organisational Change

By the end of this course, you will have the knowledge, skills, and strategies to lead and manage change initiatives, digital transformation, regulatory compliance, and evolving customer expectations.

Emotional Intelligence & Behaviour Skills

Enhance your interpersonal effectiveness, emotional regulation, and leadership skills by improving self-awareness, empathy, motivation, and social skills.

FCA CASS Rules

Become an expert in the Revised Auditing Standard & SMCR Responsibilities

FCA Compliant Complaints Handling

Learn the FCA Requirements & Effective Practice Considerations

Financial Data Storytelling - Effectively Presenting with Data

Learn how to structure organise and deliver compelling data-driven presentations

Financial Promotions Workshop - Suitable for All Regulated Firms

Learn the current Rules, Anti-Greenwashing, Consumer Duty, and the updated Social Media Guidance. Be better prepared to manage the multiple changes being proposed and implemented by the FCA.

Fundamentals of AI in Equity Research : Building Analyst Workflows for the Future

Learn about fundamental principles of AI-driven equity research and portfolio construction

Fundamentals of Corporate Credit Analysis

Learn how to analyse corporate credit risk and how to assess an appropriate return, including qualitative, quantitative, and structural factors.

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