Paraplanners: Your role in supporting later life clients
In this IIL financial planning webinar, Jane Finnerty covers the important role the paraplanner plays in the provision of advice to older and vulnerable clients.
As we see the growth of older clients across many firms' client bases, alongside the FCA’s focus on vulnerability and consumer duty, this webinar explores some of the practical ways paraplanners can support better outcomes and help to avoid 'foreseeable harm' when it comes to advising older and vulnerable clients.
Learning objectives:
- Why and how we can adapt and personalise older client advice
- Where does the paraplanner add value within this increasingly important area of advice
- How can paraplanners upskill and keep up to date with later life issues
Chair: Anna Pollins, Managing Director, Fairstone
Venue
- Online event
Booking information:
You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.