All TISA Training Workshops Coronavirus Update TISA continues to work on behalf of our members and the consumer and we are of course following government guidance and best practice during this time. Our staff are currently working from home and can be contacted as usual via our email addresses and mobile numbers. If you do not know the name or contact details of the individual you want to talk to, please contact tisaoperations@tisa.uk.com and your message will be directed to the appropriate contact/s to help you. Please click here to get the latest on what we are doing in reaction to the COVID-19 emergency. We hope you are keeping well. Our full range of TISA training workshops are detailed below, split into relevant areas of interest for easy reference. To see dates of our scheduled public training workshops please check our events and training page here Complete this form if you would like to register your interest for a training workshop or would like to discuss an in-house training course ISA Training Additional Permitted Subscriptions – Deceased ISA Holders Flexible ISAs Innovative Finance (IF) ISA Key Facts Introduction to ISAs ISA Key Facts ISA Qualifying Investments ISA Repairs & Voids ISA Transfers Lifetime ISA Junior ISA Training Junior ISA Key Facts Pensions Training DC Death Benefits The UK Pensions landscape and transfers Powers of Attorney Training Powers of Attorney Key Facts Client Assets / Client Money Training Client Money & Custody Asset Refresh – Recap and Update on CASS Requirements Client Money Refresh – Recap and Update on CASS Requirements FSTP Regulatory Training Complaints Handling Product Management & Governance Ensuring MiFID II Suitability Evidencing The Fair Treatment Of Vulnerable Customers Supervising Certified People Delivery Methods Workshops Delivered by TISA experts or in partnership with leading businesses, TISA’s acclaimed training programme is available throughout the year and provides technical and practical courses, from specialist to introductory levels, on a range of business critical topics. The list of upcoming workshops can be seen here Regional workshops If you are able to provide a suitable venue and can guarantee a minimum number of delegates for the workshop you require, we can deliver any of our workshops in the location of your choosing. Workshops can be provided for up to 20 attendees (subject to the size/scope of your training facilities) and we will offer any available places up to this number for other people in your region at our usual attendee fee. Benefits include: Dates can be arranged to suit your requirements. Fees for your attendees will be charged at a discounted rate. Savings on travel and related costs for attendees. Delegates will have less time away from the office. In-house training We can deliver any of our workshops as a closed session for your attendees in the location of your choosing. Benefits include: Dates can be arranged to suit your requirements Fixed fee for up to 20 attendees In some cases, workshop content can be tailored to meet the needs of your group. Your group will be able to ask specific questions knowing the workshop is closed to others. Register Your Interest in TISA Training Please enter your name* First Last Please enter your email* Enter Email Confirm Email Please enter your company name* Which TISA training workshop are you interested in?* Additional Permitted Subscriptions – Deceased ISA Holders An Introduction to Pensions Client Money Refresh – Recap and Update on CASS Requirements Client Money & Custody Asset Refresh – Recap and Update on CASS Requirements Complaints Handling DC Death Benefits Ensuring MiFID II Suitability Evidencing The Fair Treatment Of Vulnerable Customers Flexible ISAs Innovative Finance (IF) ISA Key Facts Introduction to ISAs ISA Key Facts ISA Qualifying Investments ISA Repairs & Voids ISA Transfers Junior ISA Key Facts Lifetime ISA Powers of Attorney Key Facts Product Management & Governance Supervising Certified People The UK Pensions landscape and transfers What method of delivery are you interested in?* Workshop In-house session Regional session Additional Information Please provide any additional information you feel may be relevant to your training enquiry .st0{fill:#1DA1F2;} .st1{fill:#FFFFFF;} Cookies Privacy Policy Terms & Conditions © Copyright, The Investing and Saving Alliance 2021 We use cookies to offer you a better experience throughout our website. By accepting, you consent to the use of cookies in accordance with our Cookie Policy.AcceptCookie Policy Notifications