Course Details

Date

26/11/19

Time

13:15pm

Location

The Pentagon Centre, Glasgow

Price

Members:
Full - £60
Associate - £90

Non members:
Third sector - £90
Other - £120

Outcomes / Benefits

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Testimonials

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Spotlight on the Common Financial Statement

Synopsis:

This half day course is aimed at newer advisers, and more experienced advisers who would like to refresh their skills.

Course Description

The purpose of the course is an indepth examination of the financial statment, 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

Additional details:

  • The course will start at 09.30a.m. and finish at 12.30p.m.
  • Tea/Coffee and biscuits will be served

To apply, click the "book online now" link below.

Book Online now »

Terms & Conditions

Applications

  • Confirmation of your application being successful in securing a place on the training course will be sent to you by email approximately 7 days prior to the date of the event.
  • Money Advice Scotland cannot acknowledge receipt of all application forms, however if you wish to confirm that your application form has been received please contact a member of the Training & Support Team on 0141 572 0237.
  • While Money Advice Scotland always endeavour to be as fair as possible in the allocation of training places, the final allocation of places will be at the discretion of Money Advice Scotland.

Expenses

  • If any expenses are to be repaid by Money Advice Scotland, valid VAT receipts must be provided to ensure reimbursement.

Cancellation Policy

  • Cancellations must be sent by email to Money Advice Scotland (info@moneyadvicescotland.org.uk) no later than three days prior to the date of the event where an admin fee of £20 will be charged.
  • Any changes to the original application will incur an admin fee of £20.
  • Money Advice Scotland reserves the right to cancel any course at any time in the event of low take up or any other valid reason.

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