Financial Awareness WebEx Training Session 2

Monday, 06 July 2020
2:00 pm – 4:15 pm
    • Debbie Mak, Close Brothers

This course is aimed at all colleagues that engage with clients.

We focus on how to better understand and interpret a client’s Report and Accounts, in order to enable you to have better, more informed, conversations with your clients.

The course is a mix of presentation and a ‘hands on’ exercise, which will look at the key elements of a client’s Financial Statement, including Profit and Loss, Balance Sheet and Cash Flow.

We also incorporate an overview of the payment options available to a client which, given the current ‘transitioning market’ combined with Covid 19 ‘complications,’ is likely to be a conversation that more clients will be wanting, with many likely to be looking for alternative payment options than we have seen before.

Learning Objectives
At the end of this session delegates will be able to demonstrate an understanding of:

  • How to interpret a client's Report & Accounts
  • How to have better, more informed conversations with clients
  • The key elements of a client’s Financial Statement including Profit and Loss, Balance Sheet and Cash Flow
  • The payment options available to a client

Numbers are strictly limited for each session, so please act quickly to reserve your place.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

2 1/4 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.