FSE Foundation
New for 2016
FSE Foundation, brought to you by Mortgage Advice Bureau, aims to explore entry to the financial services industry – both from the point of view of prospective mortgage advisers, and of those who are looking to recruit new entrants.
If you are a student or in training and want to learn what makes a good mortgage adviser, what qualifications you'll need, and more about the industry itself, these sessions are for you. If you're looking to expand your business with the best young graduates and new entrants to the industry, these sessions are for you.
Join us at the FSE Foundation and help be part of creating the next generation in mortgage advisers.
Students
- A opportunity to gain insight into the industry before you qualify
- Learn from the best – MAB are the UK's biggest network
- Explore and develop the skills needed to become an adviser
Brokers
- Find out how the right trainee or apprentice can help your business
- Learn to be a good mentor and build a solid foundation for developing your team
- Answer all your training questions – CeMap vs no CeMap, the National Apprenticeship scheme, teaching/learning styles, and much more
FSE Foundation Timetable
10:00am-11:30am
What makes a good mortgage adviser?
Dave Bedlow / Verona Frankish
This session explores the skills that an employer should look for when recruiting a trainee adviser, ith no previous advising experience.
There are skills and attributes that are key to success in an advisory role, but many employers (and delegates) get this wrong.
We aim to demystify what employers should look for and what delegates should demonstrate and evidence at interview.
11:45pm-12:45pm
How to attract and recruit the right candidates for your trainee academy?
Dave Bedlow / Hayley-Louise O’Reilly / Verona Frankish
It takes significant effort and investment, in both time and money, to recruit train and retain a trainee adviser, so it’s crucial from the outset that the employer knows what they are looking for and that they are aware of and committed to the project.
We will look at the best way to attract and recruit the most suitable delegates, as this is the first step to achieving success.
1:45pm-2:45pm
What makes a good trainee environment?
Dave Bedlow / Stefan Cork / Verona Frankish
Recruiting the right candidates is the first step to successfully training a new adviser, however retaining and developing your trainees over time requires continued focus, not only on the delegate but also on the environment they work in.
An employer’s attitude to this is a key factor in creating loyalty and long term engagement for an individual. We look at the key elements that make a successful training ground for advisers.
3:00pm-4:00pm
How can apprenticeships help develop new talent for your business?
Marcus Bowsher
Apprenticeships have changed significantly, with employers designing a new fit for purpose mortgage adviser apprenticeship scheme. This session will provide employers with:
- Myth busters – what are the real facts about apprenticeships?
- What is the new apprenticeship levy & will your business have to contribute?
- How can you use apprenticeships to attract new staff or develop existing staff?
- What funding is available to support you?
- How can a training provider support you?
- Case study – Verona Frankish, Mortgage Advice Bureau
Latest News
07 Mar 2016
Front Events, parent company of Financial Services Expo, has been nominated for two Exhibition News Awards - Best Brand Expansion, and Best Indy Award.
23 Feb 2016
Financial Services Expo Glasgow has today unveiled its seminar programme which has been designed to cover a large number of issues including the Mortgage Credit Directive, developments in the market, and...
11 Jan 2016
Registration for the first Financial Services Expo of the year, to be held in Glasgow, is now open.
19 Oct 2015
Financial Services Expo is delighted to announce the dates of its four shows for 2016 - Glasgow, Manchester, London, and the new addition to the FSE line-up, Cardiff.
28 Sep 2015
Industry experts from the mortgage and pensions fields have highlighted gaps in the pension advice process as a growing opportunity for the intermediary community.
28 Sep 2015
Brokers have been urged to step up and sell more income protection policies as Mortgage Market Review ramifications are resulting in dwindling competition within the adviser community.
28 Sep 2015
The current mortgage price war amongst mainstream mortgage lenders will not last forever, according to lenders taking part in a panel debate at FSE London 2015.
28 Sep 2015
In his key-note address at FSE London 2015, Sir Clive Woodward wowed the packed seminar theatre with a presentation on how firms and individuals can develop 'Winning Ways'.
28 Sep 2015
Equity release lending levels are likely to increase considerably over the course of this decade, said Association of Mortgage Intermediaries' Robert Sinclair at FSE London 2015.
16 Sep 2015
Paradigm Mortgage Services, the mortgage services proposition, has today (16th September 2015) announced the next stage in its provision of clear and informative support on Mortgage Credit Directive (MCD)...
16 Sep 2015
Keystone has today launched a Commercial Owner-Occupier Range which offers a pair of fixed rate deals for business owners looking to purchase or remortgage work premises. The range is being financed by...
15 Sep 2015
Foundation Home Loans, part of Paratus AMC, which launched its BTL proposition to the intermediary market in February, is looking forward to its first appearance at the Financial Services Expo on the 16th/17th...