📔✍ Crafting great client reports – Release your Inner Storyteller! ✍📔

What's the event?

We all know that our Suitability Reports and Plans need to explain to clients how our advice is suitable and right for them - but how can we do that in a clear, simple and engaging way? 

This practical workshop will help you to write client friendly plans and reports using plain English, whilst making sure you still include what you need from a compliance point of view.  There's also going to be practical examples and exercises to help bring it to life and really cement your learning for the future.

It also provides 3 hours of Chartered Institute of Securities and Investments (CISI) endorsed and accredited CPD. 

What's it all about?

The workshop will cover compliance aspects, such as what does COBS and the FCA say has to be in a Suitability Report? What is ‘good practice’ to include in a report and also, what doesn't need to be there?

It will also look at practical report writing techniques; how to write a report the client wants to read using language, visual styles and layout techniques. This will include how to use language to make reports more readable and easy for a client to understand, as well as how to make them more inviting and visually appealing using graphics, layout and differing styles.

What have previous attendees said about the session?

Not sure if this is for you? Here's some feedback from previous sessions that might help you decide! 

"This was a fantastic session, and thank you for your time. I came out of the session feeling more confident in the way we are currently completing reports and feeling more inspired to spice them up in attempt to make them more engaging. It was refreshing to see. "

"Brilliant ideas for explaining difficult concepts to clients in a simple way."

"It was honestly all so useful! I especially liked the interactive parts where we had a go at rewording the horrible plan sections!"

"It was all incredibly useful"

"I can't think of much to improve - it was delivered at just the right pace for me, with good break opportunities and timing. You presented it really well in a very clear, engaging style."

"Thank you for a really useful, well presented session. I really enjoyed it."

When is it? 

 It's on Wednesday 7th July at 9.30 and is for 3 and a half hours (with a break of course!) 

Where can I buy tickets? 

Tickets are £80 per person and you can buy yours on Ticket Tailor, where you'll also find lots more info on the Session.

Who can attend?

Everyone is welcome but numbers for the session will be very limited so get booked in quick!