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Training & Competency

Advisers can attain and retain CAS through our comprehensive T&C Scheme including 121's with advisers and firm principles

Keeping you safe on the road

  • Induction available to all new joiners

  • Training programme to attain CAS status

  • Support in retaining CAS status

  • We give unrestricted access to compliance templates so you can run your business compliantly from Terms of business, Privacy statements, Fee agreements to HR documents and Governance policies. 

  • Central adviser zone portal 

  • Weekly Tip of the week emails

  • Yearly testing to meet regulatory obligations via our online competency system. 

  • Access to a learning zone online library which has comprehensive support from bitesize learning, CeMAP modules, Level 4 Diploma and soft skills materials. 

  • Extensive support calendar

  • 121's and ongoing development plans for advisers

At Cityplus, we recognise that it’s not always easy for advisers to compare networks against each other and understand the mountain of options and choices from various companies. That’s why we give customers our Cityplus pledge to simplify the comparison with;

  • Direct access to a director at outset to discuss whether we are the right fit for your business. 

  • Dedicated onboarding specialist to onboard you with Cityplus whether you are a new starter or experienced adviser transitioning from another network

  • A clear, concise breakdown of our package of support and commission rate card. 

  • A dedicated compliance and sales manager for your business.

  • Ongoing open door policy to the directors

  • Ongoing yearly support through our "Co-pilot" initiative. 

How do we work? 

Cityplus was born from advisers who have previously been advisers. After an initial discovery call or meeting with our directors, we’ll explore your circumstances, objectives, non-negotiable's and what you are looking for from a network. We know our strengths and are sure to tick almost, if not all, on your checklists.  We’ll check we are a right fit for you and your business and get you to the right solution swiftly and efficiently. 

 

Let’s chat, and start the process of establishing the right network solution for you. 

"For the things we have to learn before we do them, we learn by doing them"
-Aristotle

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