Designing, building, or refreshing a CIP – a practical guide

Presented by

David "DAN" Norman, CEO, TCF Investment

About this talk

Join David “DAN” Norman from TCF Investment as we take a practical look at Centralised Investment Propositions (CIPs). DAN has worked with over 150 adviser firms to assist in developing or refining their CIP and CRP. He will provide an outline of a CIP development process as well as a sample Investment Philosophy and Process (P&P). He will also briefly cover the value that having a CIP has for clients. The Learning outcomes 1. Gain a broad understanding of what CIPs are and why advisers might consider them 2. Understand the benefits and risks of a CIP 3. Understand the importance and value of PROD 4. Look at different approaches to segmentation 5. Look at the elements of an Investment Philosophy and Process 6. Be able to use a step-by-step process to build a CIP Agenda • The regulatory perspective & demographic background • How might you approach CIP development • Approaches to PROD (templates) • CIP checklist • Elements of an Investment P&P • PROD and DDQ • The value of your CIP to clients Follow up support / handouts A. A guide to developing a CIP B. A template for an adviser Investment P&P C. A pictorial guide to the elements of a CIP

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