The Co-Laboratory and CATS are joining forces. Melissa Kidd and Caroline Stuart are teaming up with Mel Holman of CATS (Compliance and Training Solutions) to put on a Report Writing Workshop.
‘Communication Matters – Report Writing Masterclass’ will be held over two dates (Thursday 16th November and Wednesday 13th December) in Birmingham on Thursday 16th November and Wednesday 13th December.
The one-day workshop will focus on ensuring reports and communications are client friendly, clear and compliant – and that they meet Consumer Duty requirements.
Covering compliance aspects, such as what does COBS and the FCA say has to be in a Suitability Report? The session will also answer: What is ‘good practice’ to include in a report and also, what doesn’t need to be there?
It will also look at report-writing techniques; how to write so that the client wants to read it – using language, styles and layout techniques. This will include readability tips, word choice as well as how to make them more visually appealing – using graphics.
Aimed at financial advisers, planners, paraplanners, administrators, compliance and quality assurance professionals – the workshop is relevant for anyone who is involved in writing and/or checking reports.
Places cost £147 each and include lunch.
Further information can be found here: Birmingham & London
