Caroline Stuart is running another online workshop on suitability report writing – Crafting great client reports – Release your inner storyteller! – which takes place on Wednesday 13 March, 9.30 until 1.00 pm
The workshop will cover:
• What the ‘Rules’ say needs to be in a suitability report, and what doesn’t
• What are SMART Financial Planning goals and how they are different to investment objectives
• How to write reports the client wants to read using language, tone and readability tricks as well as visual style and layout
• How to get your message across – focus on the why and release your inner storyteller!
The event has 3 hours CISI Accredited CPD (CPD certificate provided).
Caroline has 24 years of financial services experience, 22 in financial planning and paraplanning, with over 16 years spent training paraplanners and financial planners
She says: The numbers for the session are deliberately kept low so everyone feels comfortable and can join in. The first one sold out quite quickly and the feedback has been great, so I’m running a second session.”
Feedback from previous sessions:
“Highly recommend this workshop! Really interesting, useful content delivered in an engaging, entertaining way.”
“a really useful, well presented session. I really enjoyed it.”
“Brilliant ideas for explaining difficult concepts to clients in a simple way.”
“It was all incredibly useful”
“I can’t think of much to improve – it was delivered at just the right pace for me, with good break opportunities and timing. You presented it really well in a very clear, engaging style.”
“Thank you for a really useful, well presented session. I really enjoyed it.”
More information and booking details can be found HERE.
This is Caroline’s own event and is not run by Professional Paraplanner.
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