Planning for the future – Understanding the value of regular savings
NEXT GEN FINANCIAL AWARENESS CPD PROGRAMME September 2022 Session 3
THIS IS A NEXT GEN EVENT for our members under the age of 35
In this session we will cover the power of compound interest and growth, demonstrate how this differs from straight line interest and why it is valuable when saving over the medium to long term. We will also review some of the saving options open to you.
LEARNING OUTCOMES
- Understand the difference between straight line and compound interest
- Understanding the power of setting and maintaining a budget
- Understanding how inflation can affect savings, investments, and budget
SPEAKER BIO
John-Paul is a Financial Planner with over 24 years’ experience and has worked for Abbey National, Barclays and Prudential. He is currently a Chartered Financial Planner with PS Aspire, part of the Punter Southall group of companies, dealing with private clients. John-Paul is a Fellow of the Personal Finance Society and the current Educational Outreach Ambassador for the Thames Valley region.
Venue
- Webinar
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 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.