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Introduction to day 1 of the FIA strategic Planning workshop

Introduction to day 1 of the FIA strategic Planning workshop

Introduction to day 1 of the FIA strategic Planning workshop. 8 October 2010 Alan Kirschner. Purpose of workshop. Review progress in implementing the Feb / Sept 2008 strategic plan. Start the process of developing a 3 to 5 year strategic action plan of the FIA. We are talking strategy….

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664 views • 42 slides
Lawrence Emm Business Change Specialist

Lawrence Emm Business Change Specialist

For financial advisers only. MOVING BEYOND THE PRICE FORMULA How to ensure you are fully remunerated by your clients for your value and worth. Lawrence Emm Business Change Specialist. TODAY’S AGENDA. Review of last session Establishing price Value and worth

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517 views • 41 slides
THE LAW OF TORT: NEGLIGENCE

THE LAW OF TORT: NEGLIGENCE

THE LAW OF TORT: NEGLIGENCE. 21 st July 2012. THE LAW OF TORT. Tort is a civil wrong Not a breach of contract Not a crime Tort law is the name given to a body of law that addresses, and provides remedies for, civil wrongs not arising out of contractual obligations

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1.38k views • 33 slides
Maximising the value of an IFA relationship

Maximising the value of an IFA relationship

Maximising the value of an IFA relationship. What doesn’t kill you makes you stronger. IFAs understand the headwinds facing solicitors because we’ve already been there. FTSE All-Share Index.

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424 views • 31 slides
Deciphering the ongoing income challenge

Deciphering the ongoing income challenge

Deciphering the ongoing income challenge. September 2014. Disclaimer.

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376 views • 26 slides
Investing for your Future Review

Investing for your Future Review

Investing for your Future Review. Personal Finance Chapter 11. 11.1 Check Your Understanding P. 264 #1. You should have an emergency fund so that should a need arise, you won’t dip into permanent, long-term investments to pay for temporary short-term needs.

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349 views • 23 slides
Annuities – What are they and why use them?

Annuities – What are they and why use them?

Annuities – What are they and why use them?. Thornton Group Barossa Valley Money Show October 28 th , 2009. Darren Abbott Challenger. Agenda. Overview The shortcomings of current portfolio construction techniques Annuities – a return certain, term certain, zero volatility asset class.

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321 views • 19 slides
John Willman Grange Hotel, London 7 th February 2012

John Willman Grange Hotel, London 7 th February 2012

MONEY MARKETING INVESTMENT ALLIANCE. The Economic and Regulatory Outlook and the Impact on Investing. John Willman Grange Hotel, London 7 th February 2012. MONEY MARKETING INVESTMENT ALLIANCE.

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268 views • 18 slides
Quantum Materials Corp.

Quantum Materials Corp.

Quantum Materials Corp. Enabling New Frontiers In Biology, Lighting, Energy, Computing and Consumer Electronics with Tetrapod Quantum Dots. Disclaimer. The information contained in this presentation has been provided by the Company and has not been independently verified.

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667 views • 15 slides
Case 13. Best Practices in Estimating the Cost of Capital: Survey and Synthesis

Case 13. Best Practices in Estimating the Cost of Capital: Survey and Synthesis

Case 13. Best Practices in Estimating the Cost of Capital: Survey and Synthesis. Goal:. To learn how some of the most financially sophisticated companies and financial advisers estimate cost of capitals. I. The Weighted-Average Cost of Capital. Minimum Cost Benchmark & Opportunity Costs

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1.86k views • 12 slides
TREATING CUSTOMERS FAIRLY (TCF) Presentation for THE FIA ADVISORY COUNCIL

TREATING CUSTOMERS FAIRLY (TCF) Presentation for THE FIA ADVISORY COUNCIL

TREATING CUSTOMERS FAIRLY (TCF) Presentation for THE FIA ADVISORY COUNCIL. Leanne Jackson Head: TCF Financial Services Board October 2012. AGENDA. Why TCF? TCF in the regulatory framework The 6 TCF outcomes Observations from the TCF self-assessment pilot

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339 views • 11 slides
The Koyal Group Private Training Services: How To Manage A C

The Koyal Group Private Training Services: How To Manage A C

Many of us fantasize about winning a big lottery jackpot. Let’s say that actually happened? What would you do with the money? How would you manage it? While winning the lottery is a real longshot, cash windfalls are not that uncommon. People inherit money or receive a life insurance payout when someone dies, they sell businesses or professional practices, they win a judgment in a lawsuit, receive a sizable divorce settlement, or take a 401(k) rollover or lump-sum distribution from a pension account all of which can result in a sizable windfall. (For related reading, see: Are Pension Buyout Offers a Good Idea.) The number 70% seems to be a common one in terms of the percentage of lottery winners and retired NFL and NBA players who end up in financial difficulty. If you're the recipient of a cash windfall what should you do, how should you manage it?

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265 views • 10 slides
Diploma of Financial Planning & Graduate Diploma (RG146) |

Diploma of Financial Planning & Graduate Diploma (RG146) |

Monarch Institute provides Diplomas of Financial Planning & Graduate Diploma both online and in face-to-face workshops. Australia wide – browse & enrol now!

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383 views • 6 slides
5 Traits the Best Financial Advisers Share

5 Traits the Best Financial Advisers Share

Good Listener: The best financial advisers should have an inherent capacity to listen to their clients to determine the products and services that are in favor of them. Log on http://www.icmfinancial.com/

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193 views • 5 slides
Holborn Assets

Holborn Assets

Run by a highly experienced team of qualified financial advisers with many years of experience working with both UK based clients and expatriates. We primarily serve British citizens who are either departing abroad to become expatriates or returning to the UK. We specialize in all aspects of pensions, retirement and investment planning. We assist our clients to build up retirement funds to meet their needs and on how best to extract the benefits.

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190 views • 5 slides
Holborn Assets

Holborn Assets

We provide the expertise and resources that your wealth deserves. Our approach is traditionally conservative, focusing on a strong balance between opportunity and risk and yet always seeking to enhance performance. Holborn Assets offers a wide range of Financial Services and have offices in the UAE, UK, Spain, South Africa and more in the process of opening with 200 employees working for them and that number increasing every day.

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180 views • 5 slides
Brian Linnekens helps you select a financial adviser

Brian Linnekens helps you select a financial adviser

Outside financial advice is important, particularly, with regard to well-known businesses. Even so, financial agents have a blended status within the market for their professional services offered feels Brian Linnekens. There exists pool of financial advisers in the market but a lot of these are generally better known for their useful suggestions.

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181 views • 4 slides
BACFA's Accommodation Bonds in Brisbane

BACFA's Accommodation Bonds in Brisbane

Produce successful aged care financial planning by spending in our aged care accommodation bond in Brisbane. It will help you to growth more aged care financial benefits in future. Choose and invest in aged care accommodation bond in Brisbane to live stress less life. @ http://www.brisbaneagedcarefinancialadvisers.com.au/aged-care-financial-planning-for-accommodation/

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245 views • 2 slides
Accommodation Bonds Brisbane - BACFA

Accommodation Bonds Brisbane - BACFA

Make successful aged care financial planning by investing in our aged care accommodation bond in Brisbane. It will help you to gain more aged care financial benefits in future. @ http://www.brisbaneagedcarefinancialadvisers.com.au/aged-care-financial-planning-for-accommodation/

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174 views • 2 slides
Invest in BACFA’s Aged Care Accommodation Bond in Brisbane

Invest in BACFA’s Aged Care Accommodation Bond in Brisbane

Accommodation planning is one of the most important things and if you want to make successful accommodation planning in Brisbane then Brisbane aged care financial advisers would be your first choice. You can invest in our aged care accommodation bond in Brisbane. @ http://www.brisbaneagedcarefinancialadvisers.com.au/aged-care-financial-planning-for-accommodation/

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176 views • 2 slides

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