Financial Planning Practice - CPD Training Course

Seminar Overview

During this half day workshop, delegates will be able to explore the key concepts associated with Financial Planning. Participants will develop a foundation of knowledge on which they may build a strong understanding of the sector.



The following topics will be covered:

  • What is financial planning?
  • Key life stages and the different needs of each.
  • The main financial products that can meet these needs
  • How to create client engagement


Who should attend?

  • Financial advisers who are relatively new to the industry
  • Paraplanners and other office/admin staff who wish to move into an adviser role or get a greater understanding the financial planning process

Any other individuals interested in developing their knowledge and skill-sets within the Financial Advisory sector.  




A CPD certificate will be provided to all attendees, which may be considered appropriate by your company for the accrual of CPD hours. This course will qualify for 3 CPD hours.

To Reserve a Place

Email This email address is being protected from spambots. You need JavaScript enabled to view it., call +44 (0)20 7422 0063 or book online. You will receive confirmation of your booking within 24 hours. Price inclusive of all course material. Price exclusive of VAT. 

Training and Venue Information

CPD Authorised Yes
Event Date 21-05-2019
Event End Date 21-05-2019
Event Time 10:00 - 13:00
Price £210.00
Location SIX Financial Information UK (EC2),  6 Devonshire Square, London EC2M 4YE, UK
£210.00 1000