Caroline Stuart is running another of her popular Suitability Report Writing Workshops, which will take place on Wednesday 16th April at 9.30 until 1.00pm.
Caroline says: “We all know that our Suitability Reports and Plans need to explain to clients how our advice is suitable and right for them – but how can we do that in a clear, simple and engaging way?
“This practical workshop will help you to write client friendly plans and reports using plain English, whilst making sure you still include what you need from a compliance point of view. There’s also going to be practical examples and exercises to help bring it to life and really cement your learning for the future.”
The session provides 3 hours of Chartered Institute of Securities and Investments (CISI) endorsed and accredited CPD.
This Sandbox Session is for you if:
• you sometimes find it hard to explain complicated ideas in a simple way
• you’re not sure what needs to be in your report to make sure it’s compliant
• you want to make sure you are using language which makes reports readable and easy to understand?
• you want ways of making your reports more readable and appealing using visual styles, graphics and layout techniques?
The learning objectives for the session are:
What does COBs and FCA Rules say need to be in a suitability report?
What aspects and areas do not need to be included?
What should be covered in a comprehensive suitability report?
How has Consumer Duty affected our reports?
To learn the difference between a Financial Planning goal and an investment objective
To learn how to write SMART objectives in your report that are personalised to the client
How to write a report the client wants to read using language, visual styles and layout techniques.
How to use language to make reports readable and easy for a client to understand.
How can reports be made more inviting using graphics, colours, layout and styles
Find out more and register HERE>
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