PFS: Designing, building, or refreshing a CIP and a CRP

The Learning outcomes – Session One 9:30 to 10:20

By attending this session, delegates will be able to:

1. Gain a broad understanding of what CIPs are and why advisers might consider them
2. Identify the benefits and risks of a CIP
3. Describe the importance and value of PROD
4. Look at different approaches to segmentation
5. Look at the elements of an Investment Philosophy and Process
6. Use a step-by-step process to build a CIP

Break 10:20 to 10:30

The Learning outcomes – Session 2 10:30 to 11:10

By attending this session, delegates will be able to:

1. Identify the regulatory context around CRPs
2. Gain a broad understanding of what CRPs are and why advisers need to consider them
3. Know the key differences between CIPs and CRPs
4. Identify what is good practice when building / considering a CRP
5. Use a simple checklist to help build, refine, or challenge a CRP

Biography

David A. Norman (DAN) moved into financial services in 1986 after an early career with GEC having studied Chemistry. He held several senior sales and marketing roles with both life companies and asset managers, and most recently was CEO Credit Suisse Asset Management (UK & Ireland). DAN is now Co-founder of TCF Investments Ltd.

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