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Focus on fact-finds

Infoline is organising a two-day course on Refining and Auditing the Fact-Find Process for IFAs in London on July 8 and 9.

Former Legal & General head of business standards David Dinsmore will lead the event, which aims to help advisers identify best practice and cost-effective fact-find auditing techniques.

Advisers can attend a series of workshops, which include a practical session on how to design a fact-find document, with tips on determining quality standards and levels of sampling.

May 1

IFS 49th AGM

London

01483 767 852

May 6

LIA Building a Successful Business Practice Workshop

Exeter

07986 009 828

May 6

LIA Regional Meeting

Newcastle-upon-Tyne

0191 246 1117

May 7

The Westminster Lecture

London

01227 818 696

May 8

Portfolio Planning for Practitioners

London

020 7831 0898

May 8

LIA Building a Successful Business Practice Workshop

Milton Keynes

01604 604 204

May 8

LIA Building a Successful Business Practice Workshop

Essex

01621 858 228

May 8

LIA Building a Successful Business Practice Workshop

Cheadle

07813 873 499

May 8

CII Training & Development Forum

London

020 7417 4432

May 8

LIA Regional Meeting

Cheltenham

07703 275 191

May 12

LIA Building a Successful Business Practice Workshop

Cambridge

01223 312 203

May 12

LIA Building a Successful Business Practice Workshop

Middlesborough

01642 310 178

May 12

LIA Building a Successful Business Practice Workshop

Glasgow

0141 221 4442

May 13

Money Marketing Live

London

0870 777 9817

May 13

IFAP Press Club

Bournemouth

0207 294 3677

May 13

Portfolio Planning for Practitioners

Taunton

020 7831 0898

May 13

LIA Building a Successful Business Practice Workshop

Elstree

07957 215 942

May 13

LIA Regional Meeting

Ipswich

07860 199 178

May 13

Long-term Care and Wealth Preservation

Glasgow

0141 221 6013

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