Practical skills for working with clients who are dying’
Whilst we all know that death is guaranteed, when it is imminent for a client and time to prepare and plan is short, a special set of soft skills is required. Sensitivity and tact, but also directness and immediacy are vital as delays cannot be allowed to get into the planning process.
This event is only available to Chartered members.
Following this session, attendees will have a better understanding of:
• The soft skills required to deal with imminent death of a client.
• Engaging with the family and approaches to generational transfer of wealth.
• ‘Dying tidily’ – arranging estates before death with the smaller but important details (also incorporating wills, trusts, tax planning).
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Set in a unique location, surrounded by 350 acres of private, landscaped grounds. This refined hotel is 3.6 miles away from Durham Station. By Car: A1(M) Junction 62 and follow the A690 to Sunderland. The nearest airport is Newcastle (28 miles).
Complimentary WiFi and Parking is available to all guests.
Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.
Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at email@example.com and we can check your records.
At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.
If you are unable to download your CPD Certificate after 48 hours, please email firstname.lastname@example.org to clarify this.
Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.
We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
Please email the Conference Office at email@example.com after the Conference and we will send you the presentation slides.
The dress code is business attire.