Financial Planning for Millennials
>> So, what's new?
Join us to discuss the financial planning industry and advice relevant to millennials!
The world has changed greatly over time but the fundamentals have not - people don’t save enough, they spend too much, do not have adequate life or critical illness cover and do not seek advice often enough. Our speaker has worked with product providers to help and assist the adviser profession, within government to help bridge the savings gap and as an adviser to help bring all of this to life with robust financial plans.
This talk will cover not just his own journey and motivation but the observations he has taken over his career and the key points that he believes will assist with the next generation of adviser as we look to serve an ever ageing population.
>> Learning Objectives
Attending this event will provide the opportunity to:
- Dscuss the background of financial services within the UK
- Explore the failings and opportunities for the provision of advice to a broad range of individuals
- Examine the core competencies and life skills which make up a successful 21st Century Adviser
- Seek to appreciate who in the wider profession support us.
>> About our speaker
Richard Sheppard, Financial Adviser with Capital Planning Partners in Alton and President of the Surrey Region of the Personal Finance Society, I have been involved in this wonderful profession since 1984 - and have loved just about every minute of it, even the bit before regulation came in!
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's 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.