Conflicts of interest are a critical concern in the financial services industry, where individuals and organizations often find themselves balancing multiple roles and responsibilities. This comprehensive course on Conflict of Interest Management in Financial Services Regulation is designed to provide professionals in the industry with a deep understanding of conflicts of interest, their implications, and the regulatory framework governing them. Participants will gain the knowledge and tools necessary to identify, assess, mitigate, and disclose conflicts of interest effectively.
Welcome to this comprehensive course on Understanding Complaints and FCA Regulations. Gain the expertise to navigate customer complaints and comprehend Financial Conduct Authority (FCA) regulations effectively. Delve into legitimate communication channels for formal complaints and grasp the FCA's definition of a 'regulated complaint'. Learn emotional intelligence techniques for complaint handling and discover optimal methods for investigation, recording, and reporting. Understand the Financial Ombudsman Service's role, complaints' timelines, record-keeping obligations, and the formal reporting process to the FCA. Master the maintenance of a Complaints Register and delve into Root Cause Analysis Methodology.
The FCA Conduct Rules Training course is a vital educational program designed to provide individuals and organizations with a comprehensive understanding of the Financial Conduct Authority (FCA) Conduct Rules. These rules are fundamental in maintaining integrity, ethical behavior, and professionalism within the financial services industry. By participating in this course, you will gain the knowledge and insights necessary to ensure compliance, uphold ethical standards, and foster a culture of accountability within your organization.
Any organisation that processes, transmits or stores payment card data must comply with PCI DSS. Failure to comply will result in heavy fines, restrictions or permanent expulsion from the payment card acceptance programme. This course describes the Payment Card Industry Data Security Standard (PCI DSS) and explains what you need to be aware of and when to take action to be PCI DSS compliant.
In this course, you'll learn who vulnerable customers are and why acknowledging vulnerability matters. You will then learn what the regulator's guidance says about the treatment of vulnerable customers and what the consequences may be if vulnerable customers are not treated fairly. The course includes a quiz at the end where you need to get 80% to pass.
Treating Customers Fairly or TCF is a set of rules and guidelines set out by the UK's Financial Conduct Authority (FCA). This course covers everything you need to know regarding TCF. This course was developed alongside the Financial Services experts to help you take a practical and real-world approach to treat customers fairly. The course will look at the role of the Financial Conduct Authority and the enforcement of TCF and the six consumer outcomes and how they can impact a business every day.
This Consumer Duty course is designed to help you and your team fulfil your responsibilities under the new Consumer Duty regulations that come in on 31 July 2023. The course provides an overview of the duty, explains how firms should apply the duty in practice and covers guidance on how to prepare for implementing the Duty.  The Consumer Duty regulation requires firms to put the needs of their customers first. This e-learning course provides a comprehensive guide to your responsibilities under the new duty, and provides tools for managing the changes and adapting to the new requirement. Assemble You has partnered with Study Academy on this Consumer Duty e-learning course. This course will help you to comply with the new duty and ensure you are in a stronger position to identify and manage any risks that may arise from this changing regulatory landscape. This Consumer Duty course will help you to understand the importance of your role as a business in protecting the consumer. A UK university endorses the course. Throughout the course, you will be quizzed on what you have learnt, allowing you to assess your knowledge and understanding along the way.
Overview Introduction to Accounting Course is yet another 'Teacher's Choice' course from Teachers Training for a complete understanding of the fundamental topics. You are also entitled to exclusive tutor support and a professional CPD-accredited certificate in addition to the special discounted price for a limited time. Just like all our courses, this Introduction to Accounting Course and its curriculum have also been designed by expert teachers so that teachers of tomorrow can learn from the best and equip themselves with all the necessary skills. Consisting of several modules, the course teaches you everything you need to succeed in this profession. The course can be studied part-time. You can become accredited within 05 Hours studying at your own pace. Your qualification will be recognised and can be checked for validity on our dedicated website. Why Choose Teachers Training Some of our website features are: This is a dedicated website for teaching 24/7 tutor support Interactive Content Affordable price Courses accredited by the UK's top awarding bodies 100% online Flexible deadline Entry Requirements No formal entry requirements. You need to have: Passion for learning A good understanding of the English language Be motivated and hard-working Over the age of 16. Certification CPD Certification from The Teachers Training Successfully completing the MCQ exam of this course qualifies you for a CPD-accredited certificate from The Teachers Training. You will be eligible for both PDF copy and hard copy of the certificate to showcase your achievement however you wish. You can get your digital certificate (PDF) for £4.99 only Hard copy certificates are also available, and you can get one for only £10.99 You can get both PDF and Hard copy certificates for just £12.99! The certificate will add significant weight to your CV and will give you a competitive advantage when applying for jobs. Introduction to Accounting Section 01: Accounting Fundamental Lecture-1.What is Financial Accounting 00:13:00 Lecture-2. Accounting Double Entry System and Fundamental Accounting Rules 00:10:00 Lecture-3.Financial Accounting Process and Financial Statements Generates 00:14:00 Lecture-4.Basic Accounting Equation and Four Financial Statements 00:21:00 Lecture-5.Define Chart of Accounts and Classify the accounts 00:07:00 Lecture-6. External and Internal Transactions with companies 00:12:00 Lecture-7.Short Exercise to Confirm what we learned in this section 00:06:00 Section 02: Accounting Policies Lecture-8.What are Major Accounting Policies need to be decided by companies 00:06:00 Lecture-9.Depreciation Policies 00:12:00 Lecture-10.Operational Fixed Asset Controls 00:13:00 Lecture-11.Inventory Accounting and Controls 00:11:00 Lecture-12.Revenue Accounting and Controls 00:08:00 Lecture-13.Expenses Accounting and Working Capital 00:12:00 Assignment Assignment - Introduction to Accounting 00:00:00
Overview QuickBooks for Self-Employed Course is yet another 'Teacher's Choice' course from Teachers Training for a complete understanding of the fundamental topics. You are also entitled to exclusive tutor support and a professional CPD-accredited certificate in addition to the special discounted price for a limited time. Just like all our courses, this QuickBooks for Self-Employed Course and its curriculum have also been designed by expert teachers so that teachers of tomorrow can learn from the best and equip themselves with all the necessary skills. Consisting of several modules, the course teaches you everything you need to succeed in this profession. The course can be studied part-time. You can become accredited within 05 Hours studying at your own pace. Your qualification will be recognised and can be checked for validity on our dedicated website. Why Choose Teachers Training Some of our website features are: This is a dedicated website for teaching 24/7 tutor support Interactive Content Affordable price Courses accredited by the UK's top awarding bodies 100% online Flexible deadline Entry Requirements No formal entry requirements. You need to have: Passion for learning A good understanding of the English language Be motivated and hard-working Over the age of 16. Certification CPD Certification from The Teachers Training Successfully completing the MCQ exam of this course qualifies you for a CPD-accredited certificate from The Teachers Training. You will be eligible for both PDF copy and hard copy of the certificate to showcase your achievement however you wish. You can get your digital certificate (PDF) for £4.99 only Hard copy certificates are also available, and you can get one for only £10.99 You can get both PDF and Hard copy certificates for just £12.99! The certificate will add significant weight to your CV and will give you a competitive advantage when applying for jobs. Section 01: Introduction to QuickBooks Self-Employed Who Can Benefit From QuickBooks Self-Employed 00:04:00 What QuickBooks Self-Employed Can Do For You 00:02:00 Advantages of QuickBooks Self-Employed 00:04:00 Disadvantages of QuickBooks Self-Employed 00:03:00 Comparison between QuickBooks Self-Employed and QuickBooks Online Simple Start 00:04:00 Section 02: How to Set Up Your QuickBooks Self-Employed Account Tax Profile 00:03:00 Vehicle Info 00:02:00 Health Insurance Info 00:02:00 Section 03: Bank and Invoicing Bank Account 00:03:00 Create an Invoice 00:04:00 Manage an Invoice 00:02:00 Expense Receipts 00:04:00 Section 04: Transactions How to Add Transactions 00:02:00 How to Import Transaction Manually 00:02:00 How to Treat Duplicate Transactions 00:02:00 How to Export Transactions 00:01:00 Section 05: Categorization Categorization 00:02:00 Income and Expense Categories 00:02:00 Transfers 00:03:00 Rules 00:02:00 Split a Transaction 00:02:00 Miles Driven 00:02:00 Section 06: Basic Reports Profit And Loss Report 00:02:00 Tax Summary 00:03:00
Overview Uplift Your Career & Skill Up to Your Dream Job - Learning Simplified From Home! Kickstart your career & boost your employability by helping you discover your skills, talents, and interests with our special Accounting Essential for Business with Sage 50 Course. You'll create a pathway to your ideal job as this course is designed to uplift your career in the relevant industry. It provides the professional training that employers are looking for in today's workplaces. The Accounting Essential for Business with Sage 50 Course is one of the most prestigious training offered at Skillwise and is highly valued by employers for good reason. This Accounting Essential for Business with Sage 50 Course has been designed by industry experts to provide our learners with the best learning experience possible to increase their understanding of their chosen field. This Accounting Essential for Business with Sage 50 Course, like every one of Skillwise's courses, is meticulously developed and well-researched. Every one of the topics is divided into elementary modules, allowing our students to grasp each lesson quickly. At Skillwise, we don't just offer courses; we also provide a valuable teaching process. When you buy a course from Skillwise, you get unlimited Lifetime access with 24/7 dedicated tutor support. Why buy this Accounting Essential for Business with Sage 50 ? Lifetime access to the course forever Digital Certificate, Transcript, and student ID are all included in the price Absolutely no hidden fees Directly receive CPD Quality Standard-accredited qualifications after course completion Receive one-to-one assistance every weekday from professionals Immediately receive the PDF certificate after passing Receive the original copies of your certificate and transcript on the next working day Easily learn the skills and knowledge from the comfort of your home Certification After studying the course materials of the Accounting Essential for Business with Sage 50 there will be a written assignment test which you can take either during or at the end of the course. After successfully passing the test you will be able to claim the PDF certificate for free. Original Hard Copy certificates need to be ordered at an additional cost of £8. Who is this course for? This Accounting Essential for Business with Sage 50 course is ideal for Students Recent graduates Job Seekers Anyone interested in this topic People already work in relevant fields and want to polish their knowledge and skills. Prerequisites This Accounting Essential for Business with Sage 50 does not require you to have any prior qualifications or experience. You can just enrol and start learning. This Accounting Essential for Business with Sage 50 was made by professionals and it is compatible with all PCs, Macs, tablets, and smartphones. You will be able to access the course from anywhere at any time as long as you have a good enough internet connection. Career path As this course comes with multiple courses included as a bonus, you will be able to pursue multiple occupations. This Accounting Essential for Business with Sage 50 is a great way for you to gain multiple skills from the comfort of your home. Accounting Essential for Business with Sage 50 Chris Moore - 1. Introduction 00:03:00 Chris Moore - 2. First Transactions 00:05:00 Chris Moore - 3. T Accounts introduction 00:03:00 TASK 4 Fixed Assets 00:08:00 TASK 5 a and b Bank Payment and Transfer 00:31:00 TASK 5 c and d Supplier and Customer Payments and DD STO 00:18:00 TASK 6 Petty Cash 00:11:00 TASK 7 a Bank Reconnciliation Current Account 00:17:00 TASK 7 b Bank Reconciliation Petty Cash 00:09:00 TASK 7 c Reconciliation of Credit Card Account 00:16:00 TASK 8 Aged Reports 00:14:00 TASK 9 a Payroll 00:07:00 9 b Payroll Journal 00:10:00 TASK 10 Value Added Tax - Vat Return 00:12:00 Task 11 Entering opening balances on Sage 50 00:13:00 TASK 12 a Year end journals - Depre journal 00:05:00 TASK 12 b Prepayment and Deferred Income Journals 00:08:00 TASK 13 a Budget 00:05:00 TASK 13 b Intro to Cash flow and Sage Report Design 00:08:00