Every individual has their own interpretation of financial planning, each financial adviser has their own individual way of delivering a financial planning service to their clients. How can our financial planning profession advance if we are not all heading in the same direction?

POWER Planning seeks to solve this challenge. Designed by financial planning practitioners for financial planning practitioners, POWER Planning focuses on the outcomes advisers achieve for their clients rather than a process to lead them there. How the adviser gets there is up to them. The outcomes are based on the way the consumer feels once they have reached certain points in the financial planning relationship: Clarity, Comprehension, Choice, Control and Confidence.

In this 90 minute POWER Webinar, lead architects of this approach, practitioners and compliance directors, Alasdair Walker and Duncan Parkes explain the background and detail the POWER Planning approach. Practitioners Rob Schwarz and Scott Millar respond, and Carrie Bendall will be there to monitor and ask any questions on your behalf.

Learning outcomes:

• Understand what a consumer focused approach is and how it can deliver more powerful financial planning
• Learn about the five consumer outcomes and how to work towards them with clients
• Learn how this approach aligns with FCA Consumer Duty legislation
• Understand why this approach benefits the business, the financial planner and your clients
• Learn how to register your interest in becoming a PFS accredited POWER Planner from January 2023.