FSA Training

Haven Risk Management can call upon a large amount of training experience.

David Williams was the author of the best selling Pass FPC3 manual, which went to six editions. He ran regular, highly successful, FPC training courses from 1996 until the demise of FPC in 2005. He was retained by several major companies including Legal & General, Britannic Assurance and Royal & Sun Alliance, to undertake their FPC training for them.

Experience and expertise exists within the firm to deliver training on a range of significant areas which are relevant to financial services firms. Examples include courses covering Certificate in Financial Planning (CFP), anti-money laundering, data protection and regulatory updates, needs analysis and structuring a suitability letter, selling protection, complaint handling, complaints prevention, supervisor assessment & refresher and running a risk based T&C scheme.

Please contact us for further information.