UK IFA Market - CPD Training Course

Seminar Overview:

 

This training session will provide delegates with an overview of the UK IFA market, its structure, its key players, its commercial models and its role within the distribution of wealth products and services including the use of platforms. 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

 

By the end of the session delegates will understand: 

  • The role of IFAs and their relationships with Networks, DFMs, Wealth Managers, platforms 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?

 

Distribution Directors / Managers, Proposition Managers and Product Managers and Account Managers

 

 

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 18-12-2018
Event End Date 18-12-2018
Event Time 10:00 - 13:00
Price £210.00
Location SIX Financial Information UK (EC2),  6 Devonshire Square, London EC2M 4YE, UK
£210.00 998
Request for Goodacre UK 2019 Mousemat