Investment Planning - CPD Training Course


Seminar Overview:

The days advisers had one or two products to offer are long gone. Modern advisers have a wide product range at their disposal but this requires them to have a greater knowledge not only about the product but also how to identify which product is suitable for the client.

This one-day event is designed to give new advisers or individuals wishing to move into an advisory role to get an understanding how good financial planning works and can benefit a client.


The following topics will be covered

  • The importance of identifying the clients’ objectives.
  • The risks and characteristics of the four main asset classes.
  • Understanding and establishing client’s attitude to risk and capacity for loss.
  • How advisers can match the client’s objectives and risk appetite to recommend the optimum asset mix.
  • The different pooled investment products and their associated tax wrappers
  • How platform services can help the client.
  • The impact of product charges in making a recommendation
  • The importance of carrying out reviews.


Who should attend?

It will be suitable for new advisors with less than two years’ experience or for administrative staff who wish to move into an advisory role.

It will also be useful for anyone planning to take the CII’s R02 paper or equivalent investment exams.




A CPD certificate will be provided to all attendees, which may be considered appropriate by your company for the accrual of CPD hours. Delegates will qualify for 6 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.



An Introduction to Investment Planning




It will explore and help delegates understand:




Training and Venue Information

CPD Authorised Yes
Event Date 19-02-2019
Event End Date 19-02-2019
Event Time 10:00 - 17:00
Price £300.00
Location SIX Financial Information UK (EC2),  6 Devonshire Square, London EC2M 4YE, UK
£300.00 1000