Morningstar adviser breakfast briefing - Cheltenham, 28 March
Agenda
- Adviser Workstation Seminar
- Benefits and Opportunities: Investment Trusts (Gap Fill session)
- Guest Speaker: Gillian Cardy, IFA Centre – How to ensure you are fully Independent
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Reasons you should attend
Collect 3.5 CPD points and collect gap fill credits: IFP# 129
CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.