Regulated Supervisor Skills

One full-day

Skills to Observe, Assess and Develop New Advisers

4 February 2027, 09:30-16:30 (UK time)

This full day workshop equips supervisors with the essential skills and processes to effectively observe, assess, and develop new advisers.

Drawing on FCA guidance and proven coaching models, delegates will learn to maintain supervisory competence, support adviser growth, and foster a culture of continuous improvement.

Public course booking

Members: £209pp
Non-members: £269pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Dates: 4 February 2027

Timings: 09:30-16:30 (UK time)

 Duration: One full day

 No of attendees: 12-16

Format: Online - Virtual delivery

CPD: Recognised

Trainer: Paul Archer

Price: £209 Members / £269 Non Members

Workshop Overview

By the end of the workshop, participants will be able to:

• Understand FCA T&C requirements for adviser supervision.
• Accurately assess adviser skills using structured observation tools.
• Prioritise development needs and create actionable plans.
• Conduct constructive feedback meetings to build strengths and address weaknesses.
• Master coaching techniques and role-play simulations for real-world scenarios.
• Maintain and evidence supervisory competence in regulated environments.

What will I achieve by attending this workshop?

• Build trust and rapport with advisers through effective coaching.
• Shift from directive supervision to developmental leadership.
• Apply practical tools and frameworks to real supervision challenges.
• Understand the core principles of coaching and how they apply to the supervisor.
• Learn how to ask powerful questions that unlock insight and motivation.

Who should attend?

• Appointed Representative (AR) Supervisors and managers responsible for regulated adviser development.
• Professionals seeking to enhance their coaching and assessment skills in a regulated environment.
• Organisations seeking to embed coaching behaviours into their leadership culture.

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our Training Catalogue.

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this workshop, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.