COURSES IN ENGLISH → Client Protection Pathway

3/ GET QUALIFIED on CLIENT PROTECTION (CP301)


Description
A personalized coaching, training and qualification process, in order to become a qualified CP auditor, join the SEPM Professionals Network, and support organizations in their CP assessments and strategy.

For whom?
For consultants and impact/SEPM/CP managers of national/international networks or investment funds.
Access to this course is subject to a selection process in which the candidate’s profile and work prospects for conducting audits will be evaluated.

Prerequisite: Validation of the eCourse “2/ Go deeper on Client Protection” + selection process approval.

What you will learn:
• Undertake a full, real assessment process;
• Consolidate key assessment skills.

How it works:
• A real CP Full field audit to be completed, with the support of qualified Cerise+SPTF instructors;
• 8 hours of individual coaching.

What you will get:
A certificate of Qualified Auditor

Completion rules:
• CP Full field audit completed and validated by Cerise+SPTF instructors.

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Prerequisite: Validation of "2/ Go deeper on CP" + sel... Price: EUR 1200 Certificate: Qualification certificate

Content
  • 1. Welcome to the qualification process
  • Objectives, steps
  • 2. Becoming a qualified auditor and SEPM Pro
  • Introduction becoming a qualified auditor and SEPM Pro
  • Roles and Responsibilities
  • Terms of Reference
  • 3. Conducting a field audit
  • Introduction conducting a field audit
  • Prepare your field audit
  • Coaching Session #1 - Get ready!
  • Conduct your field audit
  • 4. What's next for you?
  • Introduction next steps
  • Coaching Session #2 - Plan your next steps!
  • TIPS FOR CONSULTANTS - How to develop your market
  • TIPS FOR INVESTORS - How to promote quality audits for your investees?
  • Join the SEPM Pro network
  • Auditor registration
  • Feedback form
Completion rules
  • All units must be completed
Prerequisites
  • [PAST] 2/ GO DEEPER on Client ... (CP201)
  • or
  • [PAST] 2/ GO DEEPER on Client ... (CP202)
  • or
  • [PAST] 2/ GO DEEPER on Client ... (CP203)
  • or
  • 2/ GO DEEPER on Client Protect... (CP206)