UK IFA Financial Markets - CPD Training Course

 

Seminar Overview:

Independent financial advisors (IFAs) are a major distribution network for investors. Product providers therefore need to appreciate the dimensions of this channel and keep up to date with those features advisors use in selecting their investment partners and platforms.
This training session will provide delegates with an overview of the UK IFA market, including;

  • Structure
  • Key players
  • Commercial models 
  • Role within the distribution of wealth products and services.

The session will also cover the key motivations, drivers, opportunities and challenges facing the market and how the industry is likely to respond.

 


The following topics will be covered

  • The role of IFAs and their relationships with Networks, DFMs, Wealth Managers and Product Providers;
  • The regulatory environment within which IFAs operate;
  • The commercial models applied by IFA businesses;
  • The nature and shape of the market, i.e. the number of firms, typical size, geographical spread, leading players, assets under advice, numbers and types of customers serviced, etc.
  • The key challenges / opportunities faced and probable responses.

 


Who should attend?

This session is ideal for any company engaging or wanting to gain traction with the IFA market.

 

 

CPD

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 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 07-02-2019
Event End Date 07-02-2019
Event Time 10:00 - 13:00
Price £230.00
Location SIX Financial Information UK (EC2),  6 Devonshire Square, London EC2M 4YE, UK
£230.00 999