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X-WR-CALDESC:Events for The Lime Street Guide
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DTSTART:20170101T000000
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DTSTART;VALUE=DATE:20171004
DTEND;VALUE=DATE:20171005
DTSTAMP:20260613T192342
CREATED:20170509T204651Z
LAST-MODIFIED:20171211T155115Z
UID:33464-1507075200-1507161599@www.limestreetguide.com
SUMMARY:AF5 Financial Planning Process Training
DESCRIPTION:Are you registered for AF5\, the unit that aims to develop an understanding of the financial planning process when giving advice to clients? Are you about to receive your fact find ahead of the exam? \nMembers have the opportunity to attend a day long revision course hosted by Tom Ryan APFS\, Chartered Financial Planner\, Astute Pensions. \nTom has worked at Astute since March 2015. Tom previously worked for the group that owned one of the largest SIPP providers in the UK\, as a compliance and training manager\, a role he held for 16 years. Tom also serves on the regional Personal Finance Society committee and has done so for the last 17 years. He is currently the education officer for the region. \nTom is both a Chartered Financial Planner and a Certified Financial Planner\, and has worked in this profession since the late 80s. \nBy the end of this you will have a good understanding of the financial planning process: \n\nThe relationship between adviser and client\nUnderstanding the clients’ objectives\nEvaluating the clients’ financial situation\nMaking appropriate recommendations\nReviewing the financial plan\n\nYou will also have a good understanding of: \n\nIncome tax\, Capital Gains Tax and Inheritance tax calculations as they apply to the fact find case study for the exam\nAny other calculations that may be required\, for example lifetime allowance\, annual allowance\, maximum contributions utilising carry forward\nCalculations for input to DB schemes\nThe possible questions that could be asked by the CII examiners on the day of the exam\nAnd how these should be answered to gain maximum points\n\n		\n\n							\n					Share this event with your colleagues:\n				 \n			\n			\n\n								\n		\n\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Facebook\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Twitter\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																LinkedIn\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Email\n									\n						\n\n											\n					\n									\n			\n					\n		\n			\n		\n		This event requires membership. Please visit the organiser's website for more information.Visit Event Website
URL:https://www.limestreetguide.com/event/af5-financial-planning-process-training/
LOCATION:Brooks Macdonald\, 72 Welbeck Street\, London\, W1G 0AY\, United Kingdom
CATEGORIES:Education & Training
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X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Brooks Macdonald 72 Welbeck Street London W1G 0AY United Kingdom;X-APPLE-RADIUS=500;X-TITLE=72 Welbeck Street:geo:-0.1487508,51.5158251
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