Conduct Matters

Course Catalogue

These courses are written for those working in the UK insurance industry and so will focus on the requirements of the Financial Conduct Authority (FCA) and (where appropriate) the Society of Lloyd’s. However, the principles make sense for a number of industries.

Please note there is a FREE TASTER version of each course which you can view without needing to register.

CONTACT ME to find out how to access these courses

Click to view FREE TASTER of MS9 Essentials

Click to view FREE TASTER of MS9 Essentials

This course is for those working in/with the Lloyd's Market and explains the essentials of how managing agents must meet customers' needs (as per MS9).

Click to view FREE TASTER of MS9 Overview

Click to view FREE TASTER of MS9 Overview

This course provides a more detailed overview of Lloyd's expectations of managing agents to meet customers' needs (as per MS9).

Click to view FREE TASTER of MS9 Management

Click to view FREE TASTER of MS9 Management

This course is for board, managers and product oversight to help them better understand how to meet customers' needs (as per Lloyd's MS9).

Click to view FREE TASTER of MS9 Designing Products

Click to view FREE TASTER of MS9 Designing Products

This course is for underwriters and delegated authority staff, explaining how products/services should be agreed/monitored (as per Lloyd's MS9).

Click to view FREE TASTER of Conflicts of Interest

Click to view FREE TASTER of Conflicts of Interest

This course is suitable for all staff working in all areas of insurance and will help them better understand how to identify and manage conflicts of interest.

Click to view FREE TASTER of Conduct behaviour

Click to view FREE TASTER of Conduct behaviour

All insurance staff must conduct themselves in a way that is ethical. This course explains the FCA expectations as per COCON4.1 (Tier 1).

Click to view FREE TASTER of Vulnerability

Click to view FREE TASTER of Vulnerability

This course explains FCA concerns about vulnerability and how it affects the design of insurance products and services for consumers. 


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