What we do
FST designs and delivers Instructor Lead Training (ILT) and Virtual Instructor Lead Training (VILT) on all the Professional Diploma in Financial Advice modules.
QFA Regulation: Why Governments Regulate Financial Services, Meeting Potential Clients, The Sales/Advisory Process, Handling Complaints & Investor Protection.
QFA Pensions: The Need for Retirement Planning, RACs/PRSAs, Employer Pension Schemes, Pension Adjustment Orders, Taxation, Annuities & ARFs.
QFA Life Assurance: Life and Serious Illness Assurance Cover, Quantifying Protection Needs, Wills and Estates, Business Insurances, Investment and Savings Policies, Taxation and Financial Maths.
QFA Investment: Financial Services Market, Investment Asset Classes, Shares, Bonds, Collective Investment Funds, Tracker Bonds & Structured Retail Products and Consumer Protection Code Obligations.
QFA Financial Advice: Fact-Finding, Taxation, Assessing Suitability and Making a Recommendation and Client Reviews.
FST designs and delivers Instructor Lead Training (ILT) and Virtual Instructor Lead Training (VILT) courses on the Certificate Credit Union Practice and Credit Union Governance module to various Credit Unions.
Credit Union Practices: Structure of Credit Unions, Governance, Additional Services, Money Laundering and Terrorist Financing, Data Protection, Accounts and AGM.
Credit Union Governance & Risk: Structure of Credit Unions, Board of Directors and Committees, Board Oversight Committee, Compliance Programme, Fitness & Probity, Meetings & Resolutions, Risk Management & Systems & Best Practices, Stabilisation & Restructuring.
AML & GDPR Training
The challenge of managing money laundering risks in a global marketplace is one that demands a coordinated approach and a common understanding of evolving and emerging trends in both regulation and criminal activity.
FST Training designs and deliveries AML/CFT training to staff in line with current legislation and in line your own Credit Union AML/CFT policy.
Data protection compliance is a key duty of all organisations, FST Training designs and delivers GDPR training to staff in line with current legislation and in line with your own Credit Union Data Protection policy.