Sparrow Solutions CPD Workshops
Sparrow Solutions events - Scroll down for upcoming Workshops!
Sparrow Solutions holds regular online learning and development events to which everyone is welcome! These are friendly, collaborative get togethers and, depending on what the subject is, can be in the form of workshops, forums or roundtables, called 'Sandbox Sessions'.
They cover a range of subjects that will not only help support financial planners, advisers and paraplanners with doing the day job but also with ongoing learning and development, career choices and anything else that may come up on a professional pathway!
Full details of these events will be on this page, so make sure you keep checking in for dates and more info!
If you'd like to join our mailing list for events, please just use the form on the Mailing List page.
Have your own Sparrow Solutions Sandbox Session!
If there are any CPD or Learning and Development events here that you feel would be beneficial to your team or those in your business, please just get in touch to discuss having your own Sparrow Solutions Sandbox - either online or in your office - whatever works for you!
Give us a call to find out more!
Sparrow Solutions Practical Financial Planning Workshop
Wednesday 2nd September at 10.00 am:
How to create Super SMART Objectives
What's it all about?
🪢 "I just want to consolidate my pensions"
📈 "I want growth above inflation"
🧘♂️ "I'm looking for flexibility"
Is that what the client really said they want to do?
Quite often, what the client has said gets lost in translation so making sure that we really know what they are looking to achieve is crucial. It's the foundation of good advice and asking the right questions to get that colour and detail takes curiosity, skill, patience and practice.
But have you ever found yourself struggling to truly uncover a client’s goals and objectives? If you have, then this session is for you!
What will be covered?
In this interactive, hands-on session, you’ll:
🎯 Master SMART Objectives: Understand what they are and why they’re vital to financial planning
🎯 Perfect the art of pinpointing what matters: Learn the right questions and techniques to turn client conversations into comprehensive client goals
🎯 Decode Financial Goals vs. Investment Objectives: Understand the crucial distinction between financial planning goals and investment objectives and why it matters.
It’s an interactive, collaborative session, including practical examples and engaging exercises to solidify your learning and bring it all to life!
All in a 90 minute session that provides 1.25 hours of structured CPD.
What are the learning objectives?
This session will help you to:
🎯 understand what is a SMART objective or goal
🎯 learn questions and techniques to get the right info from the client to create them
🎯 learn and understand how to identify and create SMART objectives using information from the client, in the Fact Find, File and Meeting notes
🎯 understand what is the difference between a Financial Planning goal and an investment objective
🎯 learn how to write SMART objectives ithat are personalised to the client
Who is this for?
This workshop is a must for:
*️⃣ Those stepping into financial planning and advice roles
*️⃣ Trainee advisers, planners, and paraplanners.
*️⃣ Anyone who struggles to ask the right questions to uncover client priorities or finds it tricky to translate client input into actionable, SMART objectives
The session will help you to learn the skills needed to get the right information from clients to build SMART client goals, and meet your Consumer Duty cross cutting obligations.
When is it?
It's on Wednesday 2nd September at 10.00 am and is for 90 minutes.
Where can I buy tickets?
Tickets are £40.00 and you can buy them on Ticket Tailor, where there's also lots more on the session.
Who can attend?
Everyone is welcome but numbers for the session will be very limited so get booked in quick!
Upcoming events
To make sure it's a really fun and comfortable environment for all attending, and so everyone feels they can share their thoughts and ideas, the Sparrow Solutions CISI Endorsed CPD Sandbox Sessions deliberately have very restricted numbers.
This means that there are only a few spaces up for grabs for each one BUT good news is they will be repeated!
If you would like to be one of the first to hear about upcoming sessions, please just register your interest using the form below, and you'll get on the Priority Boarding list!
