Week 1: Making a start - getting the basics right
Date and time
Location
Online event
Week one of six practical online sessions designed to get you ready to submit your Class 1 full licence application.
About this event
Master your FAP full licence application with this breakthrough programme of six free sessions for sole financial advice providers.
Hosted by experts from the FMA, these breakfast sessions are designed to fit into your day so you can get your licence application in by the target date while still making time for your clients.
Each of these live virtual sessions will walk you through a different section of the Class 1 application process, unlocking insights that will help make the process easier to navigate, easier to understand and easier to action.
This week: Making a start - getting the basics right
Please make sure you have your FSP number and RealMe login ready so you can complete the first part of your application in this session.
To get the full benefit of this programme, we recommend that you also register for the next five sessions.
Other sessions left in the programme
- Tuesday 16 August: Navigating the online form - outsourcing, BCP and cyber security
- Tuesday 23 August: Navigating the online form - competency
- Tuesday 30 August: Navigating the online form - oversight and compliance, conflicts of interest, and provision of financial advice
- Tuesday 6 September: No session. We suggest you use this time to work on any aspects of preparing for your application so far that you have not yet completed
- Tuesday 13 September: Navigating the online form - code of conduct, complaints, record keeping, reviewing conduct, and digital advice
- Tuesday 20 September: No session. We suggest you use this time to work on any aspects of preparing for your application so far that you have not yet completed
- Tuesday 27 September: Finalising your application and getting ready to submit
How to attend
The FMA is hosting this free session online via the Microsoft Teams platform.
To join the Teams Meeting on your computer or mobile app, use the 'Join Now' button on the event page which you can access after registering.
To see how the FMA will use the information collected when you register for this event, please read our transparency statement on information gathering | FMA