The Scottish Conference returns 5-6 December 2016

Financial planning and the application of technical knowledge are top of the agenda at the CISI's annual Scottish Conference

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Details and booking informationThe two-day event for financial planners and paraplanners includes a combination of workshops and sessions that concentrate on planning and application of technical knowledge, such as the six steps of financial planning; practical tips on due diligence; philanthropic reporting; cashflow modelling techniques and many more.

Developing long-term financial plans with exceptional returns for clients is a key focus for financial planners and wealth managers, therefore it is imperative that knowledge of current market conditions, the political landscape, product developments and technical skillsets are maintained.

Delegates will earn 8.5 hours CPD for attending, and have fun while doing so. Enjoy a networking dinner on the first night, unwind and catch up with friends and meet new ones.

Monday 5 December 2016 - Workshops

Six steps of financial planning
Sandy Robertson CFPTM Chartered FCSI, Managing Director, Acumen Financial Planning – winner of the Accredited Financial Planning FirmTM of the Year Award 2016 – provides practical guidance on implementing the six steps of financial planning.
Financial planning for philanthropically minded clients: it's not about the money!

Graeme Price, Executive Director, UK Strategic Partnerships, UBS Wealth Management leads this session, which will give you the tools and ideas to engage with philanthropically minded clients via the financial planning process.

How your clients interpret financial plans

Heather Tracy, report writing expert, delivers a technical session which will be relevant to both financial planners and paraplanners, and is a deep dive into how clients interpret your plans.

Tuesday 6 December 2016 - Conference

Successful referrals – theory to application

Martyn Chappell MCSI, Regional Director, Dimensional Fund Advisors

Generating new client leads is one of the largest challenges advisers face around the world, however very few have a process in place to ask for referrals. Drawing from global studies and successful practices, this session will help participants identify who their referrers are, what they will say and to whom.

Asset allocation tools and the suitability process

Jamie Farquhar, Director, Square Mile Investment Consulting & Researc

The Attitude to Risk and stochastic modelling tools have streamlined the advice process from a suitability perspective and introduced an important quantitative approach that ensures consistency. However, following the introduction of the new pension legislation, there is an increasing demand for income solutions, which do not fit the prescriptive process quite so neatly. With cashflow modelling for retirees becoming such an important part of the adviser’s role, how do these tools fit in to the process?

Cashflow modelling techniques

Andrew Moore, Director, Goodmans Financial Planning

In this session Andrew will reveal why he believes cashflow modelling sits at the core of financial planning.

Current trends in exchange-traded funds
Dr Devraj Basu, Senior  Lecturer in Finance, Strathclyde Business School

The thought-provoking session offers an opportunity to consider current trends in exchange-traded funds.

View the full programme and speakers
Published: 16 Nov 2016
Categories:
  • The Review
  • Financial Planning
Tags:
  • Scottish Conference 2016

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