20 May

Howwow Online: A Journey to the Centralised Investment Proposition Frontier

Our second online Howwow with Ascentric journeys to the Centralised Investment Proposition (CIP) frontier. Whether you’re new to the Paraplanner profession and want to find out more about CIPs or actively involved in a review of your business’ CIP, this Howwow should help. We’re joined by Jonny Stubbs of Lift Financial and we’ll be drawing on his experience of implementing a CIP.

Among other things, we’ll explore:

  • What is a CIP?
  • CIP, PROD and client segmentation: How does it all fit together?
  • Is one CIP enough?
  • Getting the measure of different types of CIPs.
  • CIP and CRP: Working together or in isolation?
  • DIY or get a CIP in?
  • Building a CIP.

You’ll also be able to claim an hour’s structured CPD from Ascentric after the Howwow, along with accessing all the help available in their resource centre.

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20th May 2020

1:00 pm - 2:00 pm

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