Neil is an extremely knowledgeable and connected individual and his experience in financial services is tantamount to none. His work with Penrose has been excellent and we appreciate his assistance in achieving some great results!

Leone Lewis, Associate Director, Consumer Finance Team, Penrose


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Training and Accreditation

The primary purpose of any training is improvement, and to ensure a return on investment in supporting the business to progress and to be successful.

The cost of training can be recovered many times over when training delivers the knowledge, understanding and skills that help people improve their performance.

Enclosed within this section are a few examples and outlines of tried and tested courses, designed in the main for customers within the financial services industry. The outlines are not exhaustive but do represent an idea of courses which can be arranged to be delivered.

Both my “associates” and I prefer to ensure we deliver a "bespoke solution", rather than using “off the shelf packages” which are "tailored" for your particular organisation, so please use the following titles and contents as examples only.

 

 

 

RDR Retail Distribution Review Training

Financial Services Gap Analysis Tool - produced with REALSENSE Solutions Ltd

Neil Young's Recipe of the month - Click here

Useful Links to Organisations in the Financial Services Industry
 
Link to the Financial Services Authority Link to the ifs School of Finance Link to the Institute of Financial Planning Link to the Chartered Insurance Institute Link to Securities and Investment Institute Link to Penrose
 
Link to The Building Societies Association Link to The British Bankers' Association Link to The Association of Friendly Societies Link to the Association of Mortgage Intermediaries Link to the Association of Independent financial advisers Link to the Financial Services Skills Council Link to Global Professional Publishing