Cofunds takes to the road with technical workshops
Cofunds, the leading independent platform for financial planning, has joined forces with Future Thinking Partners to bring 17 workshops to advisers and their support staff across the UK focussed on ‘Maximising your business pre and post RDR’.
The workshops are proving popular with over 500 principals, advisers, paraplanners and administrators registered already. The workshops started in Belfast on the 2nd November and will come to a close in London on the 2nd December.
During the sessions, the experts from Future Thinking Partners will guide advisers through a planning and validation process including the use of a dynamic cashflow model which will help prepare advisers and their businesses for RDR. These interactive workshops will also demonstrate a menu of practical solutions to challenges that will be apparent in specific adviser business models. In addition, advisers will get the latest views from one of the sponsoring fund groups: Jupiter, Neptune or Schroders.
Stephen Wynne-Jones, Head of Marketing at Cofunds said: “These interactive workshops are a great opportunity for advisers to gain a solid insight through practical examples which will help to make sure that they are well placed to deal with the changes that RDR will bring. We are pleased to be working with the experts from Future Thinking Partners to help ensure advisers are fully prepared for the coming industry changes.”
Tim Warren, Partner at Future Thinking Partners said: “We strongly believe that by taking quality time out now, to examine the issues and opportunities RDR presents, advisers can ensure they have a clear plan of action that sees them thrive in an increasingly challenging environment.”
If you would like to register for a space at a workshop please click here http://mailmarketing.cofunds.co.uk/9629/register.asp