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Need to deliver Conduct Rules training by the 9th December, but don’t have the time or knowledge to prepare FCA compliant training course materials?

Creating your own SM&CR Conduct Rules training in line with the FCA expectations stipulated in COCON 2.3 FCA Handbook takes time. Firms will need to plan, research, design, write, create and deliver effective sessions, with an emphasis on job role specific training. That’s why PIMFA has partnered with City HR to create a cost effective, FCA compliant ‘Train the Trainer’ workshop and toolkit that takes all the hard work away from you – allowing you to focus on delivery only.

Our unique solution comprises two distinct offerings

  1. Half day ‘Train the Trainer’ workshop which includes an experiential learning session so that you have first hand experience of the programme and how it can be adapted for your firm. Our faculty of experienced HR professionals will explain in detail how you can use our well-designed, easy-to-follow, professionally written training course materials to deliver effective Conduct Rules training to an unlimited number of your staff.
  2. The toolkit. We provide you with a comprehensive toolkit that includes PowerPoint slides, training notes, SM&CR explainer videos, practical case studies, delegate handouts which can be aligned to your organisation.

This training workshop and toolkit is ideal for firms that want to:

  • feel confident you have delivered a high standard training course in line with the FCA’s requirements
  • train all staff on the Conduct Rules by 9th December
  • tailor their firms Conduct Rules training to specific staff job roles
  • train an unlimited number of your staff on the Conduct Rules for a single, one off payment
  • receive fully editable training course materials that can be personalised by you for your firm
  • utilise the SM&CR resources that are used in over 30 banks and Building Societies
  • reproduce or copy, at no extra cost, the materials within the toolkit as many times as you require them.*

*You or your firm may not copy the whole or any part of the material for sale or re-distribution

Who Should Attend?

This half-day training workshop is primarily aimed at HR, L&D, T&C, risk and compliance professionals.

Small group sizes & expert trainers

Small group sizes allow a high level of interaction and support. We use only the best trainers that facilitate interactive classes.

Your Trainer

Andrea is the Chief Executive of City HR, having joined the Board in 2007. Her background is in both business and people management. She spent 12 years in investment banking in various HR specialist and business partner roles, before founding an HCM consulting firm which was acquired by a PLC. She is the co-Founder of the Guild of Human Resources.




Andrea Eccles
City HR


Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.


16th October 2019
09:00 - 13:00
Event Categories:


CPD Hours
Morning Break
Afternoon Break


PIMFA, 22 City Road, Finsbury Square, London
London, EC1Y 2AJ United Kingdom
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