Forthcoming event
Behavioural Coaching and Goals-Based Planning Workshop
Tuesday 16 June, 8:30 am - 12:00 pm
Kenwood Hotel
Ben Wright, Chief Innovation Officer, MeloAngela Staunton, Business Development Manager, Vanguard
CPD
Agenda
In-person session covering key themes of Behavioural Coaching and Goals-Based Planning.
The session will explore how behavioural biases influence client decision-making, how advisers can use coaching techniques to uncover clients’ true objectives, and how stronger conversations can lead to better long-term outcomes.
This is particularly relevant in today’s regulatory environment, with Consumer Duty placing clear emphasis on helping clients make informed, suitable decisions and achieve good outcomes.
Presentations provided by the following speakers:
- Ben Wright (Melo)
- Angie Staunton (Vanguard)
Seminar agenda
08:30am - Registration, refreshments
09:00am - First speaker (Ben Wright)
10.30am - Tea and coffee break
11.00am - Second speaker (Angie Staunton)
12.00am - Event close
Venue
Kenwood Hotel
Kenwood Road
Sheffield
S7 1NQ
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 2 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/learning/cpd/.
Previous
Fri 22 May, 1:00 pm - 2:00 pm
Online
David Hole, Technical insurance trainerNick Thomas, Director
CPD
