PFS Workshop: Managing your clients by tba, Franklin Templeton
Wherstead Park, Ipswich
Wednesday, 30 November 2016
9:00 am – 1:00 pm (UK time)
Key Elements of Financial Planning
- life cycle theory as a guide for financial planning
- financial planning process: 5 recommended steps
- topics for discussion around financial planning.
The Psychology of Investment Decisions
- psychology affects decision making and therefore affects investment decisions
- 10 biases observed in investment decisions: examples and implications
- how can investment advisors steer clients clear of the pitfalls of their biases?
Time to take Stock
- current trends in the financial markets: how do we deal with them?
- behavioural finance: various investment biases and their implications on the financial markets
- group activity: overcoming common client objections due to current developments in the financial markets.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3 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.