Training Workshop for regulated financial services firms

Many regulated financial services firms believe they are aligned to the expectations of their regulators.

And yet, whenever a regulator like the Central Bank of Ireland (CBI) does a thematic inspection, they continue to find the same blindspots.

I have worked with many regulated financial services firms, and I see the same gaps over and over again.

My workshop will show you what I have seen, so you can avoid the same mistakes.

My online workshop for regulated financial services firms shows you the blindspots, how they arise, and how you can address them.

The workshop describes the key concerns of the regulators such as the CBoI and the steps you can take to deal with these concerns.

The details

Duration: The workshop usually takes 90 minutes, but 30 minutes is available afterwards if we identify a particular area that attendees want to delve into. So, put 2 hours aside.

Cost: €950 + VAT for up to 5 attendees. [I recommend a maximum of 5 attendees, so everyone gets a chance to ask questions and clarify their understanding. If you need more than 5 attendees, let me know and I will provide updated pricing.]

Guarantees: Each workshop comes with 3 guarantees:

  1. I will only use Plain English.
  2. You will not lose your sanity.
  3. You will leave the session with a very clear view on what you need to focus on right now.

If I fail on any of these 3 guarantees, just tell me and you will get your money back.

Any Other Business:

  • Technology: I prefer to run the workshop using Zoom, but we can use Microsoft Teams if Zoom is not accessible to all attendees.
  • Homework: I will send you a questionnaire before the workshop so I can ensure I focus on the topics of most interest to you. I will also ask you to provide feedback form after the session.
  • Payment Terms: Payment is due 72 hours prior to the workshop. I will send you a link to a secure payments page. If you need to pay by bank transfer, please let me know as this process takes longer.
  • Cancellation Policy: You will receive a refund if you need to cancel the workshop, but you must provide at least 72 hours’ notice of the cancellation. Alternatively, we can reschedule the session to another date.

Next Step

Register your interest and I will be in touch within 24 hours to get it scheduled.

    Unless you have ticked the 'subscribe' box above, I will only use your information to let you know about the workshop. I will not communicate with you for any other purpose without your consent. For more information, take a look at my Data Protection Policy.