On this site you can find out more about our ADVISE management framework for financial advice , our services supporting it and download or use some of our products. Click on any section in our framework to find out more and access our materials or go straight to our self-assessment diagnostic tool to assess your own advice approaches.
At Enterprise Learning, our consultants have spent many years working with our clients to build their business models, operating frameworks, processes and procedures for giving financial advice, as well as educating and training advisers, managers and support staff. Our ADVISE™ framework brings together all of our learnings and experience and provides a suite of tools, guides and information which firms can use to underpin their operations.
“So you might expect to see the FCA taking action, including Enforcement action, where our judgment is that a particular aspect of the firm’s business model – its product selection, its remuneration practices, its training or recruitment, for instance – is likely to give rise to poor consumer outcomes. We won’t wait to see if those outcomes occur.” FSA, 2012
For more information about our ADVISE™ framework and our services please email us at firstname.lastname@example.org or call us on +44 (0) 1444 411416