| Course | |||||
|---|---|---|---|---|---|
 | We Are Change Sponsored by Schroders | ||||
 | £90.00 e-Learning module This module will share our best practices on how to compile data effectively, explain what the FCA expects to see and our top tips on how to achieve a stress-free process. Let’s get the attention back to the client, as it was intended, and not... | ||||
 | £90.00 e-Learning module In this module, we'll be introducing you to the concept of cashflow planning. Not only are there so many different cashflow planning softwares out there... but there's many different ways you can create a cashflow! What assumptions will you use?... | ||||
 | £90.00 e-Learning module This module covers the topic of Defined Benefits. It will explore the elements of a Defined
Benefit transfer, starting from the initial information request, all the way through to
ensuring that the overall file is compliant.
The module... | ||||
 | We Are Change | ||||
 | £90.00 e-Learning module Gathering data on existing plans is crucial to the advice process, and yet, often providers do not make it easy for us. Anyone who has worked in this area will know it's a minefield, with a myriad of plan varieties, already requiring different... | ||||
 | £18.00 Practice papers PRICE SHOWN BELOW INCLUDES 20% VAT.
You can read the book back to front, have revision cards piled up to the ceiling and you may still feel unprepared for your exam. That’s completely normal as these can be tough exams. As the saying goes,... | ||||
 | £90.00 e-Learning module How can you get the most out of your file review process? Cue our file reviews module! We’re not here to tell you how to be critical of financial advisers, we’re here to help support you so that firms understand what file reviews are, sharing... | ||||
| £90.00 e-Learning module How can you get the most out of your file review process? Cue our file reviews module! We’re not here to tell you how to be critical of financial advisers, we’re here to help support you so that firms understand what file reviews are, sharing... | ||||
 | We Are Change |
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