Belfast Summer Roadshow
Precision planning & protection perfection
How well are your clients able to articulate their financial goals?
When did you last go back to basics and consider how protection features in your clients’ plans?
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to go give protection the space it deserves in our clients plans.
Join us this summer as we bring together leading thinkers and experts who will help your firm understand how protection fits into a carefully targeted, precise, long term plan for clients.
To register for this event please click here: Belfast Summer Roadshow
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
4 3/4 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.