Key Course Details

The intention is to discuss areas where there are crossovers between accountants, financial advisers and in some cases lawyers. Over the last while Aspire have identified a changing trend in some areas of financial services where real Wealth Management is taking place rather than the previous “product sale” approach prevalent over the last number of years.

So the theme of the presentation is “The Changing Face of Financial Planning in Ireland”. Eamon intends to cover a wide range of issues that will be helpful to the members. In particular, how accountants can identify issues that might require specialist financial advice rather than exposing themselves or their firm to complaints from clients on advice given .

The heading are as follows:

1.    The New Regulatory Environment in Financial Services
2.    The Financial Planning Process
3.    Legal and Tax Issues in Financial Planning
4.    Investment Management Trends
5.    Corporate and Personal Pension Pitfalls
6.    The Role of Corporate Finance and MBO’s
7.    Q&A

Location: Webinar, PC/Laptop
Time: 1pm - 2pm
CPE Credit: 1 structured hours

Book 3 delegates or more in the same transaction and receive a 5% group discount.
Note: Payment for CPE courses is required prior to the start of the event to secure your place on the event.
**Members – You must log in with your Member Number and Password to receive the member price when booking. No balance will be refunded.