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:
- Establishing target markets
- Understanding and articulating the price and value of financial advice
- Addressing the challenge of ongoing client service
