Course description 

This half day course is aimed at newer advisers, and more experienced advisers who would like to refresh their skills.The purpose of the course is an in-depth examination of the financial statement, including:

  • The options available
  • The rationale and policy surrounding the statement 

Using a range of case studies, we will:

  • Cover the basics
  • Discuss more complex cases
  • Troubleshooting
  • Hints and tips on how to get the best results for your clients

Course level: introductory/refresher 


Full member - £60
Associate member - £90
Third sector non-member - £90
Private sector - £120

Additional details 

  • Tea/coffee and biscuits will be served 

Terms and conditions 

Should you be unable to attend the course, please let us know at least two working days before the course date. Should you fail to notify us, you will be charged the full training fee.

Please complete this form to book.