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This training course is specially designed for professional advisors will allow you to further develop your skills and competencies, putting you in a better position to fulfil your clients’ needs, while preparing for potential regulatory change by FCA planning for equivalency with EU MiFID II suitability.

This course will allow you to open doors into new commercial opportunities, further develop your skills and competencies and enhance your business’s responsible investment proposition and improve client engagement levels and enhance your reputation.

This is coupled with receiving 3 CPD points and a free copy of the Philanthropy Impact online handbook–your go-to resource for delivering an effective philanthropy advice service.

So sign up today and join us on our CPD accredited and CISI endorsed training and develop the skills that matter most.

Venue address: Zoom
Organisation: Philanthropy Impact
Telephone: +44 (0) 7403727806
Email: brighton.mazwi@philanthropy-impact.org

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Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.

Details

Date:
26th July 2022
Time:
10:00 - 13:00
Cost:
£405
Event Category:
Website:
https://www.philanthropy-impact.org/events/event-listing/maximising-impactesg-investment-client-satisfaction-addressing-suitability-0