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List of Courses

 
Below is a list of training course which are available. The columns show the ways in which each course can be delivered. Explanations of these methods of delivery can be found by clicking on the appropriate button on the left of this page. Details of the courses can be accessed by clicking on the course title. If dates have been scheduled, those details together with the venue and booking form will also be listed.
  Open In-House Regional
Client Money Regulations  
Collective Investments Administration  
CTF Administration
FSA Regulatory Environment (2 day course)  
Introduction to ISA Administration
Introduction to Securities & Investment  
ISA & CTF Administration (2.5 days)
ISA Administration (2 days)
ISA Applications Workshop  
ISA HMRC Returns Workshop  
ISA Qualifying Investments Workshop  
ISA Repairs & Voids Workshop  
ISA Transfers Workshop  
Power of Attorney  
Private Client Administration  

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