CPD Courses

Dear CEO: It’s A Risky Business

Webinar EV

About the CPD course

To educate advisers and asset/fund managers on the implications of the FCA’s Retirement Income Advice Thematic Review in relation to risk suitability and risk profiling for income. Exploring the requirement to tailor the risk rating methodology depending on whether it’s accumulation or decumulation.

CPD Provider

EV

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EV

EV

EV is one of the UK’s market-leading digital financial planning solutions providers. We have operated as an independent organisation for over a decade, backed by a further 18 years of financial services consultative experience. We connect and empower our intermediary financial partners with intuitive, customer-centric advice, guidance software, and investment solutions.

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