In this webinar, Carla Langley, founder of the Langley Consultancy, presents the second in the series of three Technical Insight webinars for Professional Paraplanner, covering the ‘must have’ compliance knowledge for anyone involved in suitability and reports.
The sessions will give you enough information “to spot the myths & nonsense around suitability report writing, and when to push back against outdated compliance”, Carla says.
The first webinar can be viewed HERE.
The next webinars will be on 4 December 2023. REGISTER HERE.
The three Professional Paraplanner sessions are covering:
1. Must have compliance knowledge when it comes to suitability – we’ll start by giving you the low down on the most important rules you need to know when it comes to suitability & reports.
2. Assessing suitability vs suitability reports – is there a difference between the two, and what does it mean in terms of research vs report writing? (Special attention to costs & charges comparisons, critical yields A & B, performance analysis and replacement business.)
3. Simplifying reports; what really needs to go into a report and what just needs to be on the file. Taking session 1 & 2, we’ll look at how we take everything we’ve talked about and translate that into a good suitability report. We’ll give you a solid overview of what good really should look like.
