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Chartered Insurance Institute
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Staff competency frameworks - half day course


Systems and controls that underpin effective management and fulfil the principles of Treating Customers Fairly (TCF) are key priorities for any regulated business.

A key challenge is staff competence measures, which includes appropriate training pathways and interim supervision. This is set against an increasing regulatory focus on practical capability and not just appropriate technical knowledge demonstrated through exam passes.

This half day course introduces delegates to the principles of an effective competency framework to help address these challenges and deliver on the regulator's expectations.


  • A review of the regulatory requirements and expectations of competency
  • Delegates will discuss a general insurance competency framework example used to assess competence within sales and other processes
  • Link together a competency framework with other business processes, e.g. job description, HR requirements, on the job training as well as the skills and technical knowledge required, and personal development and growth
  • Discuss what standards are expected and what 'good' looks like
  • Review difficulties within certain areas of business
  • Examine different styles of management - positive and negative
  • Understand and explore the competency framework requirements within delegates' own business areas and determine good and bad practice
  • Investigate simple processes to enable competency frameworks to be established and managed.

Learning outcomes

  • An understanding of key areas of improvement within delegates' own businesses
  • How to begin formulating an appropriate competency framework
  • An understanding of the standards that may be appropriate within delegates' own businesses.

Who should attend?

Senior managers, training and competence officers, compliance officers and those working in HR.

CPD hours

Attendance of this course awards up to 3 CPD hours where you consider it relevant to your professional development needs.

Book online 

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Sold out!

Scheduled dates for this course have now sold out, please keep checking the website for updates to availability. Dates are added subject to demand and can also be run in-house for corporate clients.