Wednesday, 08 May 2013 11:46
Suffolk Life helps advisers with due diligence CPD
Suffolk Life will be holding due diligence seminars on Sipps, accredited for CPD by the Institute of Financial Planning.
The roadshows will be held from 29 May to 12 July in various locations around the UK. Speakers include Claire Trott, pensions specialist at Suffolk Life and Matt Ward, wealth management consultant, from Defaqto.
Topics will include an overview of the Sipp marketplace, discretionary fund management and key Sipp issues.
Sipp sessions will cover the thematic review, GAD calculations, due diligence processes and personalised protection.
DFM sessions will cover the differences between the various DFM models, how advisers and DFMs interact and what to consider when looking for a DFM relationship.
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CPD has become even more important for advisers post-RDR as the amount of hours they must complete has increased. Financial Planners must now complete 35 hours of CPD including 21 hours structured CPD. For CFPCM professionals, the amount is higher at 50 hours annually.
Sessions will begin in London on 29 May and then be held in Tadworth, Ipswich, Harrogate, Newcastle, Manchester, Southampton, Bristol, Glasgow, Edinburgh, Belfast and Birmingham.
To register to attend visit http://www.suffolklife.co.uk/2013seminars
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The roadshows will be held from 29 May to 12 July in various locations around the UK. Speakers include Claire Trott, pensions specialist at Suffolk Life and Matt Ward, wealth management consultant, from Defaqto.
Topics will include an overview of the Sipp marketplace, discretionary fund management and key Sipp issues.
Sipp sessions will cover the thematic review, GAD calculations, due diligence processes and personalised protection.
DFM sessions will cover the differences between the various DFM models, how advisers and DFMs interact and what to consider when looking for a DFM relationship.
{desktop}{/desktop}{mobile}{/mobile}
CPD has become even more important for advisers post-RDR as the amount of hours they must complete has increased. Financial Planners must now complete 35 hours of CPD including 21 hours structured CPD. For CFPCM professionals, the amount is higher at 50 hours annually.
Sessions will begin in London on 29 May and then be held in Tadworth, Ipswich, Harrogate, Newcastle, Manchester, Southampton, Bristol, Glasgow, Edinburgh, Belfast and Birmingham.
To register to attend visit http://www.suffolklife.co.uk/2013seminars
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
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