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Category: Finance
April 1, 2026
Individual Conduct Rules
In this course, you’ll learn about the Financial Conduct Authority’s Individual Conduct Rules, which set the minimum standards for colleagues working in financial services. You’ll explore what the Conduct Rules are, who they affect, and how they’re applied in practice. You’ll also learn what counts as a breach, the consequences for individuals and firms, and […]
Written by Alex Roberts
March 18, 2026
Helping Vulnerable Customers With Finance
We all face challenges at different points in life, but some experiences can mean people need extra support. In financial services, recognising when a customer may be vulnerable and knowing how to respond is essential for taking the right action and meeting regulatory expectations. It also helps prevent harm and ensures fair outcomes under the […]
Written by Alex Roberts
January 14, 2026
Finance for Non-Finance Managers
As a manager, it’s important to feel confident about the financial aspects of your role. Even if you don’t think of yourself as a ‘numbers person’, you’ll still need to understand key concepts such as revenue, expenses, profit and variance. In this course, you’ll learn how to interpret financial reports, manage budgets, and use data […]
Written by Alex Roberts
December 10, 2025
Financial Sanctions
In today’s complex financial landscape, understanding and complying with financial sanctions is more important than ever. But do you know what sanctions mean for you and your organisation? In this course, you’ll learn how financial sanctions impact you, your firm, and global markets as a whole. We’ll look at why following best practice is critical […]
Written by Alex Roberts
October 1, 2025
Failure to Prevent Fraud
Fraud can seem distant from everyday work, but new laws mean organisations are now expected to show they’re actively preventing it. The ‘failure to prevent fraud’ offence under the Economic Crime and Corporate Transparency Act (ECCT) 2023 makes it clear that prevention is now everyone’s responsibility. This course will help you build skills in legal […]
Written by Alex Roberts
August 14, 2025
Operational Resilience in Finance
As the past few decades have shown, operational disruptions in the financial sector are inevitable. A disruption could be caused by a key IT system outage, extreme weather conditions, or even a global pandemic. Whatever the cause of disruptions, they can happen at the most inopportune times. Operational resilience is the ability of firms and […]
Written by Alex Roberts
August 14, 2025
Mortgage Credit Directive
When it comes to mortgages, it’s vital to ensure that employees involved in the manufacture, credit granting and sale of mortgages have an appropriate level of knowledge and competence. This is where the Mortgage Credit Directive (MCD) comes into play.
Written by Alex Roberts
August 14, 2025
Fighting Fraud in Finance
This course covers the main elements of fraud in the finance sector. You will discover the key information around it, how to spot it, and what to do to fight it.
Written by Alex Roberts
August 14, 2025
Consumer Duty
The Financial Conduct Authority (FCA) has changed how we approach and treat customers by introducing Consumer Duty. Learn all about these changes and what they mean for you, including how to drive customer success and continuously improve as an organisation around this goal.
Written by Alex Roberts