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Showcasing the incredible value that Financial Advisers and Planners add to their clients

Personal Finance Society

Wednesday, 26 June 2019 from 07:45 to 09:30 (BST)

Ticket Information

Type End Quantity
Chartered Connections 26 Jun 2019 Free  

Share Showcasing the incredible value that Financial Advisers and Planners add to their clients

Event Details

 

Chartered Connections Event

Join us for: 

Showcasing the incredible value that Financial Advisers and Planners add to their clients

 on
  

Wednesday 26 June

 at 

Springfield Financial Services Ltd, Preston, PR2 2YP

 


 
An entertaining and educational CPD session from TCF Investment.

Customers are now aware of the cost of your advise (in £s), the sessions will explore how can you show the value of your advise (in £s)?
 



 

Agenda

07:45 - 08:15      Registration
08:15                  Start
09:15                  Q&A
09:30                  Finish

 


Learning Objectives: 
 

 

  • Consider the challenges facing advisers in showing their value

  • Evaluate how different aspects of adviser activity add value to clients

  • Be able to showcase in £s the value of financial advice - at least £12,000 per year

 

 


 

Speaker: 


David A. Norman, CEO, TCF Investment Session

 

Do you have questions about Showcasing the incredible value that Financial Advisers and Planners add to their clients? Contact Personal Finance Society

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Event Saved

When & Where


Springfield Financial Services Ltd
Springfield House
Navigation Way
PR2 2YP Preston
United Kingdom

Wednesday, 26 June 2019 from 07:45 to 09:30 (BST)


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Organiser

Personal Finance Society

Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.

The Personal Finance Society is a not-for-profit organisation with member-led governance.

Personal Finance Society website

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