Toolkits

“Would you like free access to a range of best practice tools and guides developed during two decades of award-winning work?”

Our free toolkits are a way for you to download information and tools used during our work with you.

At Enterprise Learning, our consultants have spent many years working with our clients to build their business model, operating frameworks, processes and procedures for financial services sales and services. We have also worked closely with our clients to educate and train customer facing staff, such as advisers and call agents, and those in other key roles, such as senior managers, team leaders, quality assurance teams and other support staff.

We have brought together our learning and experience to provide a suite of tools, guides and information that firms can use to underpin their operations.

Download our practical Guide to effective Training & Competence Frameworks.

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Find out more about how we do this, take a look at our case studies

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Conduct & Culture Best Practice Benchmarking

Conduct & Culture Best Practice Benchmarking

However strong your systems and controls, policy and procedures a culture that is not driven by the importance of suitable customer outcomes may undermine all your efforts and intent.

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Benchmarking Regulated Financial Advice

Benchmarking Regulated Financial Advice

Our ADVISE model provides a management framework for the provision of financial advice.

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Sales & Customer Service Quality Assurance Benchmarking

Sales & Customer Service Quality Assurance Benchmarking

Quality Assurance is increasingly complex and important in managing Conduct Risk.

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Training & Competence Best Practice Guide

Training & Competence Best Practice Guide

The effectiveness of any financial advice or quality assurance framework is heavily dependent on the ability of the individuals involved to perform their role and responsibilities to the standard required by the firm.

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OUR CLIENTS

AWARDS

WINNER: Best Customer Services – Compliance Register Awards 2016


FINALIST: Best Training Provider – Compliance Register Awards 2016

FINALIST: Best Business Development Project – British Excellence in Sales & marketing Awards (BESMA), 2016


WINNER: Best Consulting Firm of the Year – Thompson Reuters Awards 2011

WINNER: Best Consulting Services – Compliance Register Awards 2007


WINNER: Best Training Services – Compliance Register Awards 2006