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How to link attitude to risk to a client's financial plan and how to test loss capacity within that plan
Thu, 18/10/2012 -
2:00pm
-
4:30pm
Chairman:
Steve Martin CFP
Location:
Hilton Manchester Airport
Outwood Lane Ringway
Manchester
M90 4WP
Speakers:
Richard Allum CFP
CM
, Paraplan Plus Ltd
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Manchester meetings
How to build an investment process (active or passive) which is robust, reliable and will satisfy the FSA requirements of being independent post 2013
Thu, 21/06/2012 - 2:00pm
About Tim Hale
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Meeting details
How to turn your website and social media interactions into real clients and income
Thu, 20/09/2012 - 2:00pm
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Meeting details
How to link attitude to risk to a client's financial plan and how to test loss capacity within that plan
Thu, 18/10/2012 - 2:00pm
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Meeting details
Planning for profit
Thu, 15/11/2012 - 2:00pm
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Meeting details