Mortgage and Insurance training; from beginner to advanced

The MCOB and ICOB product suites are a series of courses which cover all related areas. From new staff to experienced managers, the courses ensure that there is a solution to suit every level of expertise.

Mortgage Conduct of Business (MCOB)

MCOB Basic Awareness Programme
The Basic Awareness programme is an abridged version of the MCOB programme. The modules are designed for those who are new to regulation and compliance issues or staff members in roles that do not require the full depth of the MCOB programme.

MCOB Foundation
This is broken down into 13 modules which reflect the chapters of the FSA’s Mortgages Conduct of Business Sourcebook. The modules provide a detailed introduction to the FSA’s mortgage rules.

MCOB Refresher Programme
The Refresher programme is designed for those who have undertaken some training, but need to check or refresh their knowledge. The modules provide plenty of examples and exercises designed to confirm a student’s ongoing competency. Case studies are used to highlight specific areas of the rules.

MCOB for Intermediaries
In addition to providing a summary of the MCOB rules, this course provides useful ‘signposts’ to other parts of the FSA handbook which are essential to intermediaries, mainly with their own business.

Treating Customers Fairly
Treating Customers Fairly is now a major theme of FSA regulation. Drawing on published FSA materials the course is aimed at raising awareness of TCF. A customisable version of the TCF is also available which allows for your own take on TCF, such as your firm’s strategy and policies.

Insurance Conduct of Business (ICOB)

ICOB Programme
The Insurance Conduct of Business programme comprises of 8 modules which reflect the structure of the FSA’s Insurance Conduct of Business Sourcebook. ICOB offers support to all insurance vendors. Employees take modules relevant to their job and demonstrate compliance by passing top quality, cheat-proof tests.

Insurance Product Training
These modules provide an overview of particular products and how they are used. They can be easily customised to include specific information on the policies your firm sells.

• Mortgage Payment Protection Insurance


• Home Insurance

Course options
We understand that the training requirements of two businesses are never quite the same. That’s why we’ve created three distinct ways to work with you.

• Off-the-shelf courses
  You have a clear and distinct learning requirement which is met by our off-the-shelf course content.
  
• Course customisation
  You can see most of what you want in our off-the-shelf offering, but there are areas where you need to have your own content. Perhaps you have your own case studies or examples. Maybe you have your own ideas about what should be tested. These are all accommodated by this course type.
  
• Bespoke courses
  If there’s no existing course that fits your unique training requirements, we can create a bespoke course. We’ll work with you to design a course entirely unique to your organisation.