In today’s climate, advisers need to be experts in EIS investment opportunities. Whether it is to reduce income tax bills, defer a CGT liability, to work alongside an existing pension arrangement, or as part of estate planning, the benefits that come with EIS are unique in addressing such a wide range of clients’ most pressing concerns. Research shows that these are the areas where clients feel their advisers add the most value.
The EIS masterclass is designed to help you acquire the technical knowledge you need to be considered an expert. You will earn 3 hours of structured CPD; hear the latest views on how EIS are going to interact with the new pension freedoms; learn how to avoid common misconceptions and pitfalls; and take away practical tips on how to use EIS with your clients.
This is aimed at advisers who are already active in EIS, or who are planning on taking the EISA diploma. The intention is to avoid the usual product pitches and instead give you insights and practical knowledge from some of the EIS industry’s most perceptive thought leaders.
The masterclass will cover:
Advisers will leave the event feeling safe in the knowledge that they are up to date with the latest developments in the sector and confident that they will be able to comply with the the rules when they recommend EIS. Most importantly, attendees will be equipped to deliver a service that is hugely valued by their clients.
The EIS masterclass is a fantastic opportunity to learn from some of the leading practitioners in the EIS industry. We feel our speaker panel is a good representation of the depth and diversity of expertise that is available to advisers in this sector.
St James's Place
Head of Learning
09:20 Why EIS investing is a "socially useful activity"
09.30 Tax planning using EIS
09.50 Diversification Vs Conviction: why you should take a portfolio approach
10.10 Panel games - how to put the perfect panel together for your business
10.30 Where to draw the line on client suitability
10.50 Questions Panel
11.25 Getting qualified - the EISA diploma
11.35 It's all about timing: Why EIS doesn't have to be seasonal and planning exits for income
11.55 Client files - what does good look like?
12.15 The end of renewables?
12.35 Questions Panel
12.50 Closing Remarks
The EIS Diploma is an online examination that addresses the need for more detailed knowledge and expertise around EIS, it ensures financial advisers and wealth managers are fully equipped to advise their clients confidently and compliantly. The content of the masterclass is designed to act as assisted learning for core elements of the EIS diploma, attendees that go on to take the diploma after the event will benefit from our specially negotiated group discount.
The course has been prepared by EISA and Tolley, hosts of this masterclass and exclusive training provider for the EIS Diploma. It offers the following benefits:
Green Shoots is the junior branch of the EISA, providing young professionals in the industry the chance to independently develop their own networks, interest and awareness of the world of alternative investments.
We deliver accredited research, training and events to a community of financial services and investment professionals. IFAs and Wealth Managers make up the majority of our 5,000 subscribers, all of whom are interested or active in alternative investments.
Our aim is to increase awareness and engagement amongst intermediaries, providing them with the tools and information they need to speak knowledgeably with their clients about the whole alternative investment universe.
Our content is delivered using digital and printed reports, via video and through live events – these are accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Chartered
Institute for Securities & Investment (CISI) and Personal Finance Society (PFS).
We are building a future where alternative investments are as easy to understand and access as mainstream assets. If we can do that we will create a much more open and efficient market for everyone.
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