Thursday 31st May 2018
Online
57 MINS
Cash flow planning from a paraplanner’s perspective.
In this session we covered…
Rory worked for 20 years in financial advice firms, 10 years at the FCA and has now set up his own training and consultancy firm.
During his time at the FCA, he became increasingly influential in the way the regulator thought about, and supervised advisers.
He played a significant role in identifying and prioritising risks. He was responsible for putting about half of the thematic projects in the financial advice sector on the regulator's agenda.
Prior to joining the FCA, Rory worked in financial advisory firms mainly in compliance, training and technical support roles. He completed the Chartered Financial Planner exams with 460 CII credits.
