Later Life Academy - Fact Finding Module
Time and date:
26 March 2015
9.00 AM to 26 March 2015
4.00 PM
Location: London, Ashfords Solicitors - EC4A 1AN
Organiser: Later Life Academy
Website: Click here
Fact Finding
Fact Finding and Clients needs
- The role of the fact find
- MMR Update
- Attitude to Risk
- Roll of Solicitor
Suitability Reports
- Cut & paste v’s Report writing software
Funeral Plans
- Regulation Landscape
- Why Pre-Pay?
- Overcoming objections
- how they work – a growing
This module will provide you with 10 points towards graduating the Academy if you are a member. The Academy points are only gained upon completion of an exit exam.
This course will also go towards structured CPD if you are a member of the Academy or not, and a certificate will be sent to confirm this.
For further details on the Later Life Academy then please email enquiries@laterlifeacademy.co.uk or call 01452 310777 Option 1.
The Later Life Academy reserve the right to cancel and refund any event should there not be enough attendees to run the event.
