Connect: How to make the best use of your mentoring platform
Presented by
Chris Murray, PLD Works, & Sabrina Toofany, Chartered Insurance Institute/Personal Finance Society
About this talk
A quick guide on how to make the most of Connect, the benefits of mentoring and how existing users have already benefited. We will end with a Q&A session, taking queries directly from you, our members.
We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice.
We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.…