The Suitability Series

Our Suitability Series is back – online and face to face. Based on our whitepaper publication these events will address the topic of Suitability from four very different angles.

Suitability; it is, and has been for a long time, the keyword in financial advice. It is all too easy to get dragged down in legislation, paperwork and the nitty-gritty of running a financial planning firm. But the key focus, for advisers, clients and the regulator is making sure the advice given is suitable

This isn’t always as easy to ensure as it may seem since there is rarely a single suitable recommendation for a client. So how do we ensure suitability? Across the entire company, how we do make sure the team are on the same page, and working towards the same end outcome for clients?

Our whitepaper and series of workshops will address this, looking at suitability from a range of angles; from your research process to your suitability reports. From compiling a compliant file to delivering training that ensures everyone is delivering the same message. We will look at the various components of a modern financial advice firm and question what suitability looks like in each of them.

This event offers you the opportunity to have early access to the publication, along with hearing directly from the authors through an interactive workshop – giving practical tips and takeaways to implement.

DEFINE Suitability
Delivered by Cathi Harrison, Founder and Owner of The Verve Group.

DEMONSTRATE Suitability
Delivered by Jo Campbell, Director at Para-Sols.

DOCUMENT Suitability
Delivered by Kim Binks, Director at Apricity.

DEVELOP Suitability
Delivered by Natalie Bell, Director at The Art of Finance.

 

 

 

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