Access a library of online CPD webinars and podcasts
Don't miss out!Digital CPD
Not a CII member?
Members receive exclusive discounts on CII tuition, courses and exam entry.Join online »
Webinar - Building Sustainable Lasting Legacies
As every adviser knows, no two clients are the same. All will have very different goals and objectives, and understanding these are key when it comes to successful financial planning. In the context of legacy planning, it is also important to gain a true understanding of client’s individual beliefs, values and aspirations. For some clients, legacy planning may be primarily focused on ensuring that as much of their wealth as possible can be passed on to their loved ones. Others may be looking to use their investment power to make a wider positive change, seeking opportunities to invest in sectors that they know will be improving the world for generations to come.
Tue 29 Sep 10:00 am – 11:00 am
Anna Brooksbank, Time Investments
Help shape your institute
The more you can give, the more you gainAre you in?