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Accumulate structured learning CPD, improve your knowledge and challenge your thinking.

Accumulate structured learning CPD, improve your knowledge and challenge your thinking.

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Consumer Duty Workshop | Articulating the value of the advice proposition

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Learning: Structured

Tutors:

  • Chris Jones, Proposition Director, Dynamic Planner
  • Paul Young, Head of Business Consultancy, Quilter Financial Planning

Learning outcomes:

  1. Establishing target markets
  2. Understanding and articulating the price and value of financial advice
  3. Addressing the challenge of ongoing client service