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Training & Competence conference 2002-03

This year&#39s annual Taxbriefs Training & Competence conference has been devised to analyse how T&C is working in practice, a year after N2.

It is essential that all those responsible for training & competence fully understand the implications of the shortly-to-be-unveiled FSA examination regime. This conference will be one of the earliest opportunities to learn about this direct from the FSA&#39s head of training and competence, industry training and business ethics, Professor David Jackman.

Together with some of the leading industry exam providers, the first morning promises a unique opportunity to learn what is in store in the near future.

The first day&#39s programme on December 3 (promoted by Taxbriefs and sponsored by SOFA — The Society of Financial Advisers) has been designed to appeal both to retail and wholesale professionals. The second day&#39s morning seminar on December 4 has been put together to address the particular issues applicable to the wholesale and institutional sector.

On December 3 2002 the conference chairman is Alan Maxwell, group audit and compliance director, Standard Life, and the speakers are: Professor David Jackman, head of training and competence, industry training and business ethics, Financial Services Authority; Lucy Courtenay, qualifications director, Chartered Insurance Institute; Tony Tudor, director, Institute of Financial Services; Liz Chiswell, head of training and development, Gerrard; David Paterson, compliance manager, Standard Life; Ian Patterson, partner, Patterson Sales Training; Mark Scott, head of technical training and T&C, Prudential UK and Europe, and Nick Bamford, managing director, Informed Choice.

On December 4 the conference chairman is David Kemp, professional development director, ABN AMRO Bank and the speakers are: Christopher Taylor, director of compliance, Lombard Odier International Portfolio Management; David Kemp, professional development director, ABN AMRO Bank; Stephen Sidebottom, director, human resources, Dresdner Kleinwort Wassertein, and Ruth Martin, director of qualifications, Securities Institute

Everyone involved in the provision, development or maintenance of training & competence throughout the financial services industry is encouraged to attend. For enquiries please contact:

Linda Staines Marketing Executive

Taxbriefs Limited, 2-5 Benjamin Street, London, EC1M 5QL

Tel: 020 7250 0967

Fax: 020 7251 8867

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