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Monthly Virtual Workshop Fast Facts
Venue
Learning Materials
CPD Hours
Microsoft Teams
CPD Hours
Learning Materials
CPD Hours
6 hours structured (9:30am - 4:40pm) with a CPD certificate provided.
Learning Materials
Learning Materials
Learning Materials
You will receive all learning materials featured on each course, such as slides and spreadsheets, and a recording of the workshop.
Presenter
Learning Materials
Learning Materials
All courses designed and delivered by Michaela Pashley FPFS PoFP.
Cost
Private Option Available
Private Option Available
All workshops charged at £240. There are discount codes available for existing customers and clients.
Private Option Available
Private Option Available
Private Option Available
We can deliver all workshops privately for £899. Please email us at contact@practicalfinancialexams.co.uk to enquire.
Our Workshops
Cashflow Modelling (MS Excel) Masterclass 20/03/2025
We believe that MS Excel is the most flexible, powerful cashflow modelling tool in a Financial Planner's arsenal.
One retail financial planning client recently commented: "This is very different from the cashflow I've had from other Advisers who use a cashflow program. They input all the numbers and it produces a nice looking report, but it's a black box and they don't know how the figures have been produced. With your advice, I can see exactly how all the numbers have been arrived at."
In this six-hour masterclass, spreadsheet sorcerous Michaela Pashley will explain and demonstrate how to use Excel to produce stunning cashflow models, and then coach you on how to produce your own.
The course has a practical element, and you'll be expected to complete your own models and explain them in a suitability report with help throughout the day, and by yourself by the end.
AF4 Investment Planning Workshop 20/02/2025
The day will consist of going through a practice paper and covering off the main areas of challenge, including derivatives, economics, calculations, and modern portfolio theory.
It's perfect if you're studying for AF4, or if you're looking for 6 hours of quality structured CPD.
Investment Bond Masterclass 13/02/2025
With the announcements in the Autumn Budget, investment bonds are looking more attractive than they have historically. With higher rates of Capital Gains Tax (CGT), lower CGT annual exemptions, a lower Dividend Allowance, and tax on investment bonds not changing, they're turning heads of Financial Advisers and their clients. Therefore, it's the perfect time to top-up your knowledge on the subject.
In this six-hour masterclass, investment bond expert Michaela Pashley will delve deep into how bonds work, including insurable interest, segmentation, and top-slicing relief, through to more practical elements such as justifying their recommendation within a suitability report.
The course has a practical element, and you'll be expected to complete top-slicing calculations and write recommendations and evaluations with help throughout the day, and by yourself by the end.
Capacity for Loss Masterclass 14/01/2025
Capacity for Loss (CFL) is a core part of a client's risk profile. Rory Percival described it as a "hard-nosed number", and the FCA has suggested the way some Advisers are calculating and evaluating CFL falls short of their expectations.
In this six-hour masterclass, spreadsheet sorcerous Michaela Pashley will delve deep into the FCA's guidance and provide a reliable, repeatable method of calculating CFL in any given financial planning situation.
She'll explain:
- What the specific guidance is on CFL - word for word - from the FCA and professional bodies such as the CII, and provide full documents and references. This includes what to do when the CFL is less than 0%, and when the client's future retirement expenditure is unknown.
- How to calculate CFL reliably, effectively, and repeatably, for any given financial planning scenario.
- Once calculated, how to document and evaluate CFL as compatible with the client's attitude to risk (ATR), forming a comprehensive overall risk profile.
- How to communicate this overall risk profile evaluation compliantly within a Suitability Report.
The course has a practical element, and you'll be expected to complete the calculations and evaluations with help throughout the day, and by yourself by the end.
Pension Switch Masterclass 05/11/2024
Dedicated to the compliance, technical, practical, and professional synthesis of pension switch advice. From detailed analysis of the client's existing pensions to presenting the advice effectively and compliantly in the suitability report, this course covers the end-to-end pension switch process.
Annual Review Masterclass 03/12/2024
Dedicated to the analysis, delivery, and documentation of annual financial planning reviews. From recalculating capacity for loss, to analysing investment performance in line with client objectives, to writing the new suitability report, this course covers the end-to-end annual review process.