TRAINING & SPEAKING

Professional training, conference speaking and SCORM-compatible e-learning solutions for insurance and financial services organisations.

Professional training

I design and deliver tailored training programmes for insurance undertakings, financial institutions and professional organisations, combining regulatory expertise with practical examples.

Selected training topics

• Compliance officer training for the insurance sector
• Insurance essentials
• IDD and conduct of business rules
• AML/CFT awareness
• Solvency II governance
• ESG and sustainable finance
• PRIIPs and insurance-based investment products

Conference speaking

I regularly speak at professional events on insurance regulation, compliance, sustainable finance and distribution matters.

Selected speaking engagements

• Retail Investment Strategy – Regulatory state of play and forward outlook
• SFDR 2.0 and sustainable finance developments
• Insurance Distribution Directive and practical implementation issues
• IDD and conduct of business requirements
• Big data, governance and GDPR in insurance

E-Learning solutions

I develop interactive and SCORM-compatible e-learning programmes covering regulatory, compliance and governance topics.

E-learning formats include

• Custom compliance programmes
• Regulatory awareness modules
• Interactive learning journeys
• Case studies and knowledge checks
• Multilingual deployment options

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Looking for a compliance trainer, conference speaker or e-learning solution?

I deliver tailored training and regulatory awareness initiatives for insurance undertakings, financial institutions and professional organisations.

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