threesixty accredited as an IFP CPD Provider
The role of the Supervisor, is often the most challenging in a firm, especially in small, specialist firms of Financial Planners and IFA’s
To help firms get to grips with this issue, threesixty have designed and are delivering a series of intense, practical workshops which will not only explain and demonstrate how the role of supervisor can add commercial as well as regulatory value, but will assess the Supervisors ability to deliver this value.
Clients of threesixty will be able to attend a number of two day workshops in Manchester, London, South Wales, Edinburgh, Milton Keynes and Bournemouth
The accreditation of these workshops means that threesixty services are now the only non Product Provider accredited as a CPD Provider by the Institute of Financial Planning.
Phil Billingham, Strategy Consultant at threesixty, who will be delivering the workshops, commented ‘Business change, and TCF implementation, depends on the Training and Competence scheme. A scheme is only as good as the Supervisors who deliver it. This workshop is specifically designed to improve Supervisory skills in a small firm environment.’
Citywire® Research on threesixty
In January 2010, Citywire conducted its own nationwide, unbiased telephone interviews amongst threesixty’s client firms reporting on the efficiency of our support services. Each interview was constructed to ensure open ended responses, extracting the most prominent impressions and opinions each respondent had of our firm.
Below are extracts from Citywire's research. Each respondent’s identity has been kept confidential. There were no negative comments in any of the feedback.
“threesixty really knows the industry and has set the standard for the way a modern practice adviser should run”.
"Relationship management and service levels are second to none, They very much fit with the direction I want to take my business in”
“a ‘diamond’ in the industry by setting service levels to a whole new standard”
“The range of services available is truly fantastic, possibly the greatest amount any business to business support services has in any one place”
“everything we have asked for has been delivered. We haven’t heard of any problems with other advisers who use threesixty”
“The threesixty brand and reputation makes them stand out from the crowd”
“threesixty are a second to none in business . . . forward thinking. They are ready to help us with the challenges ahead”
“The execution and delivery of their services is always excellent. Now we expect a super level of service and they still never fail to impress”
The culture of their business fits with what we are trying to do. We like to think we provide a similar level of service to all our clients and getting equivalent levels of service back as a ‘consumer’ is very refreshing”
“There are few businesses we deal with that have these levels of proficiency, efficiency and quality threesixty are able to provide. We value them highly and save us a lot of time and money by allowing us to streamline our own operations. Running our business has never been so easy since deploying the services of threesixty”
Reproduced Courtesy of Citywire 2010