TISA offer you the option to have any of our courses listed below held on your premises. If you can guarantee the minimum number of delegates required for the course you need, we will guarantee to run the course.
Fees for delegates will be charged at the normal per head rate (shown below).
This offer will give you some substantial benefits:
• You will save money as there will be no travel/hotel costs for delegates.
• Extended range of courses available including some which have not run as open courses in the past.
• Dates can be arranged to suit your requirements.
• Delegates will have less time away from the office.
• Your staff will not have to travel to another part of the country.
• You will be sure the course will not be cancelled due to low numbers of delegates.
The only thing we ask is that once a course is agreed with you, we market that course to other firms in your locality up to a maximum number of delegates (total number determined by the room you have available). If you want the session to be exclusive to your staff, that can also be arranged and a standard fee will be charged irrespective of the number of delegates.
Introduction to ISA Administration 1 day 3
delegates minimum
CTF Administration 1 day 3
delegates minimum
Client money regulations 0.5 day 3
delegates minimum
Power of Attorney 0.5 day 3
delegates minimum
ISA Applications 0.5 day 3
delegates minimum
ISA Transfers 0.5 day 3
delegates minimum
ISA Qualifying Investments 0.5 day 3
delegates minimum
ISA Repairs & Voids 0.5 day 3
delegates minimum
Training for IAQ Exams:
Collective Investments Administration (IAQ Exam course) 2 days 3 delegates minimum
FSA Regulatory Environment (IAQ Exam course) 2 days 3
delegates minimum
Introduction to Securities & Investment (IAQ Exam course) 2 days 3 delegates minimum
ISA & CTF Administration (IAQ Exam course) 2 or 2.5 days 3
delegates minimum
Private Client Administration (IAQ Exam course) 2 days 3
delegates minimum
Fees per delegate:
Duration of course:
0.5 day £150 (members) £240
(non members)
1 day £250 (members) £395
(non members)
2 day £450 (members) £700
(non members)
For further information or to discuss a booking, please contact training@tisa.uk.com or phone Carol Knight on 01642 207209
