Free online course for any individual, to remove excess charges and commissions
We provide a public service through the Registry of Fee-Only Advisers™ and we seek to help four groups: -
the public by providing impartial educational courses;
the media by providing them with an alternative and non-aligned view of solutions for common financial problems;
product developers by providing a professional view of the effectiveness of their product designs;
fee-only advisers in improving public awareness of their services.
The non-aligned line on everything to do with money.
Fee-only planning has no element of commission, and typically, fee-only planners will seek to avoid financial products that pay commission. This course provides a discussion of the rationale of creating a fee-only practice, and a blueprint of how to create your own fee-only practice.
The course will be held in Mount Bay in Cornwall, one of the 10 most beautiful bays in the world, and close to the beach. Wireless broadband will be available. We're planning on two two sessions a day and plenty of time for relaxing, sight-seeing, fishing, squash, tennis, swimming, whatever takes your fancy. You will : -
You will need to be in a position to commence your own fee-only planning practice. Often, the fee-only practice should not replace a transaction-based business, but is grown alongside it, but differentiated.
Although the market is unlikely to exceed 300 firms in Britain each should be easy to market, maintain, and be highly profitable. This is your chance to own one of them.
Rob Noble-Warren will present the course. Rob is an international financial planner, and is principal of a fee-only walth management firm.
The fee for the whole week including travel by internal flight to Newquay and car hire, breakfast and dinner during the week in the best of the local restaurants.
Applications to use the fee-only approved logo can be made by emailing our office.