Practical Financial Planning Workshop - How to create super SMART client objectives!

Practical Financial Planning - CISI Endorsed CPD 

How to create personalised client focussed Super 'SMART' objectives! 

What's it all about? 

Have you ever struggled to really pinpoint a client’s goals or objectives?

We all know that our clients' needs, goals and objectives are the bedrock of any Financial Plan, and the foundation for the advice and recommendations we give them.

Enabling and supporting clients to achieve their goals and objectives is also one of the Cross Cutting Rules of Consumer Duty.

This means it’s crucial we understand exactly what those goals and objectives are so we can provide the right advice and empower our clients to achieve them.

But if we don't know or haven’t fully identified clients’ priorities and objectives, how do we know our advice is suitable for them and meets their needs, and ensure we’re meeting our Consumer Duty obligations?

This practical workshop will help you:

🎯 Understand what a SMART Goal is and why they’re critical to financial planning and advice

🎯 Learn questions and techniques to get the right information from the client to build them

🎯 Understand the difference between a Financial Planning goal and an investment objective and why that’s so important

It's going to be an interactive and collaborative session with plenty of discussions and sharing of ideas. There's also going to be practical examples and exercises to help bring it to life and really cement your learning for the future.

It also provides 1.25 hours of structured CPD, endorsed and accredited by the Chartered Institute of Securities and Investments (CISI). 

Who should come? 

This session will be crucial for anyone moving into financial planning and advice, as well as trainee advisers, planners and paraplanners, but particularly useful for those who:

*️⃣ aren’t sure what questions to ask clients to really draw out the right information to create and understand their priorities, plans and goals

*️⃣ sometimes finds it hard to translate what the client said into to practical, SMART objectives to base advice on

*️⃣ has all the parts of the puzzle but isn’t sure how they all fit together

The session will help you to learn the skills needed to get the right information from clients to build SMART client goals, and meet your Consumer Duty cross cutting obligations.

What have previous attendees thought? 

Not sure? Here's some feedback from people who done the workshop: 

⭐ "Really good session, liked that it was small enough to be able to go into some detail about specific questions and got more out of it by being able (and feeling able) to ask questions." 

⭐ 'It was a really valuable session. Really enjoyed it.'

⭐ "I thought the Why, why, why, section was really useful - will be using this with clients in the future. "

⭐ "It was all really useful and has given me some good open questions to use with clients"

⭐ "The session was very useful and a good refresher overall"

Who can attend? 

All are welcome but numbers for the session will be very limited so get booked in quick if you'd like to come!