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A knowledge sharing community of students, tutors, content sponsors, and acclaimed industry experts – with access to high-quality educational content accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI). Accessing this channel requires consent to share your details and viewing activity with sponsors.

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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

People

Companies

Akademia
Dynamic Planner
Quilter Financial Planning