Client Review Seminar
Club FS is happy to announce that their next event will focus on Client Reviews. During this two hour master-class, you will walk away with a better understanding of compliance requirements and how to utilise industry and provider tools to support the completion of review work.
Learning objectives:
By attending this event delegates will be able to identify:
- FCA requirements to evidence client reviews
- How to cost and manage timescales on review work
- Correct tools and reports required to complete & evidence reviews.
- Client risk and map this to holdings
- Specific drawdown review options via provider systems
Free to members (PFS or CII) who will be given priority. Open to non-members if space permits.
To book please click here.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3 1/2 hours' 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.