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Training & Study • Provider Directory

COB Training Providers (Class of Business)

Find Class of Business (COB) training providers and compare offerings that support competence within your product scope. COB is about what you are authorised to do and what you must be competent in. Not optional. Not “just paperwork”.

Note: Always confirm your exact COB scope requirements with your FSP/compliance team and the provider you choose.

What COB training supports

COB training strengthens competence within specific product categories and business activities. It helps representatives understand how scope affects advice, disclosures, record-keeping, and client outcomes.

Scope clarity
What you can advise on and what you cannot, based on product scope and role.
Practical competence
How to apply the rules in real client scenarios and product categories.
Compliance alignment
Supports Fit & Proper and reduces risk through correct process and disclosures.

Provider listings

Add provider listings below (directory plugin, CPT + Elementor loop grid, or curated cards). Recommended filters: COB category, delivery type, region, and whether assessment/certificates are provided.

Placeholder: COB provider listing grid
When you build the directory, consider adding:
  • COB category tags (so users can filter)
  • Delivery type icons (online / classroom / blended)
  • “Includes proof/certificate” indicator

How to choose a COB training provider

COB training should match your product scope and your actual duties. Choose providers who explain the “why” behind the rules and give practical examples, not just slides that you’ll never look at again.

Questions to ask the provider
  • Which COB categories does your training cover?
  • What’s included: notes, scenarios, assessments, proof of completion?
  • Delivery: online / live sessions / hybrid, and support availability
  • Practical focus: real case studies and role-based examples?
  • Time + access: how long do learners retain access to content?
  • Evidence: is there a certificate/log suitable for compliance records?
What “good” looks like
  • Clear linkage between COB scope and client-facing duties
  • Scenario-based training (not only theory)
  • Correct emphasis on disclosures, processes and record-keeping
  • Practical assessments or evidence of competence (where relevant)
  • Support for learners (Q&A, follow-up, guidance)

Common COB mistakes (avoid these)

Training not aligned to your scope
Fix: Confirm COB category requirements with your compliance team before selecting training.
Assuming COB is “one-size-fits-all”
Fix: Choose training that matches product categories and your role responsibilities.
No evidence kept
Fix: Keep proof of completion and a simple competence log for audits/reviews.
Treating it like “tick-box learning”
Fix: Use scenarios and apply learning to real advice/intermediary processes.

Are you a COB training provider?

List your COB training so representatives and employers can find you. Include COB categories covered, delivery type, proof/certificates, and what support learners receive. Clarity builds trust.

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