Financial Resilience for Young Professionals

ZOOM WEBINAR
Wednesday, 11 November 2020
12:00 pm – 1:30 pm
    • Alison Cooper, Director, ACT One Training Services Ltd

Timed to coincide with Talk Money Week, the annual campaign to get the nation talking about money, our second webinar by Alison Cooper is aimed specifically at young professionals within our industry, but is available to all CII/PFS members who feel that the content may be of benefit to them.

In these unprecedented times, this free, 1.5 hour webinar will provide an opportunity for young professionals to focus on their career journey and move towards their own financial resilience.

It will highlight ways to improve financial resilience and, though insights and discussion, allow participants to feel more comfortable talking about money.

Online Booking
This webinar has been organised by our Young Professionals' Network. If you would like to join us, please use our online booking system by clicking on the Book Now button below.

This event will be run using Zoom technology. To help ensure that it is as interactive as possible, we have limited the session to CII/PFS members only and bookings are capped at 25 members in total. Bookings will be on a first come, first served basis and you will need to enter your CII/PFS PIN at the time of booking.

Learning Objectives
By the end of this event, participants will be able to:

  • appreciate the need/importance for financial independence

  • highlight ways to improve their financial resilience

  • feel more comfortable talking about money

About our speaker
Alison Cooper has extensive experience within the insurance industry in a career that has spanned over 30 years. During the last 20 years, Alison has run ACT One Training Services Ltd, an independent training consultancy.

Alison’s career started with Phoenix Assurance on the life side and then continued with Sun Alliance, when she headed a New Business team, with branch underwriting authority. Following achievement of her ACII, she joined MGM as an Inspector looking after a panel of brokers in the City of London.

Following redundancy, Alison changed career direction, by qualifying to teach and in 1998 established ACT One Training Services Ltd.

Alison achieved Fellowship (FCII) in 2009 and also has her Diploma in Financial Planning (Dip PFS). Alison has delivered many CII Face to Face training events for financial advisers, following the first benchmark qualification.

Alison has always believed in the importance of financial independence for both men and women. This belief is founded on the early examples set by her parents and the experience gained while giving financial advice.

Alison is a CII education champion.

Venue
  • ZOOM WEBINAR

CII Accredited

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

1 1/2 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.