However, it can appear daunting especially in those early days, months and years and has many members asking themselves a range of questions: Am I doing things right? Am I following best practice? What procedures do I need? How do I comply with the IFA’s regulation? How do I deal with anti-money laundering matters? How do I grow my client base? And then there’s information technology.
Our practical, engaging and very insightful interactive webinar supports members and accounting professionals who are thinking about setting up their own practice or are relatively new to providing accounting services to the UK public.
Your active participation, questioning and sharing of experiences is really important to ensure you get the full benefit from the session and draw out the considerable knowledge and experience of the speakers.
The webinar covers:
- The importance of being a member of a professional body and what working in public practice means
- IFA regulatory issues to be aware of
- Anti-money laundering
- Growing and maintaining your client base
- Information technology – what you need to know as a practitioner
Date: Tuesday 20 June 2023
Time: 9.30am – 3.30pm
Price: IFA members: £99 | Non-members £129
CPD hours: 5.5
