JO1 Three Day Workshop - Taxation

• Income tax computations – treatment of savings income/ age allowance trap
• Taxation of savings and investments
• CGT computations
• Residence and Domicile
• IHT computations

Kick-start Days

• 1st February: London
• 3rd February: Swindon
• 8th February: Birmingham
• 10th February: Newcastle
  

Revision Workshops

• 15th - 17th March: London
• 22nd - 24th March: Swindon
• 29th -31st March: Birmingham
• 6th - 8th April: Newcastle

JO2 Two Day Workshop – Trusts

• Trust creation, rules and uses
• Trustees and beneficiaries
• Wills and intestacy
• Powers of attorney
• Bankruptcy
• Trust taxation

Kick-start Days

• 4th February: Swindon
• 9th February: Birmingham
• 11th February: Newcastle
  

Revision Workshops

• 25th - 26th March: Swindon
• 12th -13th April: Birmingham
• 14th - 15th April: Newcastle

JO4 Four Day Workshop - Pension Funding Options

• State benefits/Contracting out
• Pensions Act 1995/2004
• Current pension issues
• Pension Simplification
• Relevant UK individual rules
• Employer tax relief spreading
• Relevant benefit accrual
• DB OPS annual allowance test
• Fund and TFC protection
• Death before crystallisation
• Tax sanctions
• Transfers
• Revaluation requirements
• Establishing a RPS
• Actuary/trustee/administrator and auditor responsibilities
• Member/scheme reporting requirements
  

Kick-start Days

• 3rd February: Birmingham
• 4th February: Newcastle
• 8th February: London
• 10th February: Swindon
  

Revision Workshops

• 23rd - 26th March: London
• 6th - 9th April: Swindon
• 6th - 9th April: Birmingham
• 12th - 15th April: Newcastle

JO5 Three Day Workshop -Pension Income Options

• State benefits
• Pension Simplification
• Crystallisation events
• Fund and TFC protection issues
• Secured pension
• Unsecured pension
• Alternatively secured pension
• Death post crystallisation

Kick-start Days

• 5th February: Newcastle
• 9th February: London
• 11th February: Swindon
• 12th February: Birmingham

Revision Workshops

• 17th - 19th March: London
• 29th - 31st March: Swindon
• 29th -31st March: Birmingham
• 17th - 19th March: Newcastle

JO6 Two Day Workshop - Investment Principles

• Ratio calculations/ analysing company accounts
• CAPM, beta and volatility factors, and Sharpe ratios
• Time Value of Money calculations – using a financial calculator
• Portfolio planning /benchmarking performance

Kick-start Days

• 5th February: London
• 17th February: Birmingham
  

Revision Workshops

• 29th - 30th March: London
• 6th - 7th April: Birmingham

JO7 Three Day Workshop – Supervision in a Regulated Environment

• Role and functions of a supervisor
• Functions and responsibilities of leaders
• Leadership models
• T&C legal and regulatory aspects
• Management information, standards and reports
• Theories of learning
• Counselling and assessment processes
• Setting and measuring objectives

Kick-start Day

• 22nd February: Swindon
  

Revision Workshop

• 29th - 31st March: Swindon

JO8 Three Day Workshop -  Financial Planning Practice

• Types and limitation of advice
• Methods of advisor remuneration
• Establishing client aims, objectives and risk profile
• Errors/ inconsistencies identification and explanation
• Asking appropriate client questions to clarify areas of financial need
• Ability to analyse client data
• Make client recommendations

Kick-start Day

• 23rd February: Swindon
  

Revision Workshop

• 12th - 14th April: Swindon