Updating our report style - looking for great webinars for inspiration!
ruthiebusybee
Member
Hello all
I know there are some great paid-for workshops out there, but they're outside of my reach just now - looking for recommendations for any webinars you've come across that would be useful in our re-design project - layout, colours, psychology, etc.
Many thanks!
Ruth
Ruth Baker
Comments
Might not cover all that, but the Consumer Duty Alliance have a webinar on 7th October at 10am. The session will cover:
1. The purpose of suitability reports and the key regulatory requirements governing their content, including the implications of the latest FCA suitability consultation (CP26/10)
2. Practical lessons from behavioural science and how to apply them to the suitability report process
3. How technology and artificial intelligence can support advisers, together with its limitations and oversight risks
4. A practitioner view of balancing regulation, client needs, operational efficiency, technology and professional indemnity considerations
You may need to join to get access (the link I have doesn't seem to be working now)