Business Protection Workshop (November 2018)
Agenda
Registration - 9.00am Tea/Coffee
Workshop Starts - 9.30am - Research, Marketing, Case Study
Tea/Coffee - 11.00am
Workshop - 11.15am - Case Study, Solutions tax & trusts, relevant life plans
Lunch - 12.45pm
Workshop - 1.30pm - Articles of association & reading company accounts
Workshop closes - 4.00pm
Learning Outcomes
| 1 | Understanding the need for business protection. The demographics of the market and the need for business protection products |
| 2 | Evaluate the risk areas that business protection products protect |
| 3 | Identify how to set up different types of business protection policies including tax implications and setting sums insured |
| 4 | Define the criteria for a relevant life plan and how these policies are structured in a tax efficient manner |
| 5 | Recognise the role of a businesses articles of association and shareholders or Partnership agreement when advising on insuring the shareholding in a business |
| 6 | Work through a set of business accounts to identify the protections needs and calculating cover for Key Person, Loan and Shareholder Protection. |
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 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.