1
Type Speaker CPD Hours Level
Webinar
& DVD
1.25 UpdateInformation
Accreditation Information
SRA Competency A D

Introduction

The webinar will prompt COLPs and those others responsible for file reviews to rethink their processes, making them more dynamic and relevant.

By the end of the webinar, COLPs and others responsible for their firm's file auditing will have a clear roadmap for a much improved process.

What You Will Learn

This webinar will cover the following:

  • What makes a file review process really work
  • How to unbundle the process and improve each step
  • Why fewer, targeted questions can produce better information
  • How to target files for review like an insurer or a regulator
  • The regulatory context and the requirements of the various accreditation schemes
  • The different approaches required for paper and electronic audits
  • What to consider with new staff whether newly qualified or senior lateral hires
  • How to gain real value from the process

This pre-recorded webinar will be streamed at 12:30pm on Thursday 21st September 2017 and will remain available to view by delegates who have registered by then for 90 days.

Book now

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Webinar/DVD | 21.09.2017

Individual Licence | 1hr


File Auditing for COLPs - A Roadmap

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Sep
21
2017
1hr
Individual

Added to basket

Webinar/DVD | 21.09.2017

Group Licence | 1hr


File Auditing for COLPs - A Roadmap

Checkout
Continue Shopping
Group

Added to basket

Webinar/DVD | DVD

Individual Licence | 1hr


File Auditing for COLPs - A Roadmap

Checkout
Continue Shopping
DVD
1hr
Individual

Added to basket

Webinar/DVD | DVD

Group Licence | 1hr


File Auditing for COLPs - A Roadmap

Checkout
Continue Shopping
Group
Prices (ex VAT)
Smart
Plan Information
Season
Ticket Information
Standard
Individual licence
£30
£60
£120
Group licence
£49.50
£69
£109
In-House Training
If you would like to discuss bringing this topic to your firm on an in-house basis or running a course in your area then please email us at information@mblseminars.com

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