We are very pleased to confirm that the latest FEIFA Financial Planning Masterclass will be held in Algarve, Portugal on Tuesday 11th November 2014.
As always, the presentations will be professional development sessions, not product pushes. It will be a genuine training and educational seminar in keeping with past Masterclasses, and will last for about 3 hours. We are able to issue FEIFA CPD certificates to our members for this event.
The subject matter will be highly relevant and timely:
Brooklands Pensions - QROPS: still a key option for expats
Recent proposed changes in UK pension legislation have led some to predict the demise of QROPS, which is a concern for many international IFAs. This session will look at a number of reasons why QROPS are still very valid in many instances and will highlight, through case studies, a number of excellent opportunities. We will also look at the full range of options available to expats with UK pension schemes and highlight the importance of choice.
SEB Life International - Regulation: impact on advisers and consumers
The raft of new European and international rules and regulations is daunting for many. What is the latest news - and what is the likely impact on financial advisers and advisory businesses that will arise due to the overhaul of Directives and the implementation of IMD2 and MiFID2?
Brooks Macdonald International - The future: business models and investment decisions
An overview of how to adapt to changing regulatory environments and challenges, specifically with regards to portfolio construction. A “crystal ball” looking into the future, in particular with regards to the alternatives for investment outsourcing or IFA fund picking. How and when should advisers use stand-alone funds, unitised model portfolios, traditional model portfolios and full bespoke DFM services?
Registration will open at 9:30am with complimentary tea and coffee available. The presentations themselves will run from 10:00am to approximately 1:00pm with a complimentary lunch to follow.
These events have been designed entirely for the requirements of advisers based in mainland Europe. We look forward to seeing you there.