The Suitability of Advice

This course is extremely popular with advisers and paraplanners. What makes advice suitable, may seem obvious, but when you check cases the way advice is presented may not help you defend yourself. Looking at all the aspects of giving regulated advice is an absolute must to enable you to check yourself and be confident that if you needed to you can defend the advice given. Consumer Duty outcomes are also an important factor for critical areas of the advice process.