CPD WEBINAR: Decoding Company Accounts

Wednesday, 04 September 2024
12:00 pm – 1:00 pm (UK time)
    • Jennifer Yeates, Zing365

In this session we will be looking into the subject of a client’s financial report, how to understand it and its importance to helping you become a trusted advisor to your client.

We will break down a typical financial report and analyse what it can tell us about the business, especially any insurance requirements.

This course is suitable to anyone who is dealing with limited companies and is interested in developing their business relationship with their client

By the end of this course, delegates will be able to:

• Better understand a set of financial reports
• Have a better understanding of your client’s business and what their insurance needs may be
• Be better able to communicate with your client in a way that benefits both parties

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.