This course includes some final onboarding steps for the hiring of new candidates.
- Manager, Course creator, Teacher: Kylie Greeff
- Manager, Course creator, Teacher: Rick Hyland
- Manager, Teacher: Michael Lawther
- Manager, Teacher: Daniel Rajkumar
This course aims to assist new staff with onboarding. It helps to familiarise them with the industry, team, platform, culture, stakeholders and more. We aim to keep this content in sync with the content on the Wiki.
- Manager: Chris Gomez
- Manager, Course creator: Kylie Greeff
- Manager, Course creator, Teacher: Rick Hyland
- Manager, Teacher: Michael Lawther
- Manager: Harizza Orquia
- Manager, Teacher: Daniel Rajkumar
- Teacher: Pawel Szewczyk
How did the industry start and evolve, who are the main actors, and how has it been affected by regulation, market failures, public sentiment, etc?
- Manager, Teacher: Daniel Rajkumar
This course introduces the main resources used in the marketing department.
Learn about the systems and applications used by the business. The assignments in this course are generally limited to obtaining access to the relevant system. There are separate lessons in development for each application, however, this course is about getting you set up.
- Manager, Teacher: Daniel Rajkumar
- Teacher: Pawel Szewczyk
This course will take you through induction-level compliance training by introducing you to the regulatory principles, and the compliance requirements applicable to the firm. All staff must undergo this compliance induction training in the first few weeks of joining the firm.
The follow on course is Compliance Fundamentals which all staff are expected to complete within their probationary period.
- Manager, Course creator, Teacher: Kylie Greeff
A trade association exist to support members from a specific industry to collaborate toward achieving mutual objectives. Activities include Lobbying, Research, Marketing, Networking, and Education relevant to the industry.
In this course, we will look at the associations: UKCFA, European Crowdfunding Network, Fintech Alliance, Innovate Finance, and the Federation of Small Businesses.
It is important you understand which associations the firm is a member of and how it engages with them. Trade Associations often run as a consortium of organisations, so understanding the key influential board members is also important.
- Manager, Course creator: Kylie Greeff
- Manager, Course creator: Rick Hyland
- Manager: Michael Lawther
- Manager, Teacher: Daniel Rajkumar
This course will prepare you for taking on a customer service role within rebuildingsociety.
- Manager, Course creator, Teacher: Kylie Greeff
- Manager, Course creator, Teacher: Rick Hyland
- Manager, Teacher: Michael Lawther
- Manager, Teacher: Harizza Orquia
- Teacher: Orvi Magno
- Manager, Course creator: Kylie Greeff
- Manager: Daniel Rajkumar
- Teacher: Orvi Magno