We hope you’ve found our CRP Assembly helpful. You should now have achieved these learning objectives:
- CRP v CIP and how they are used
- Key trends and developments in CRPs
- Cash buffers/bucket/layering and the alternative options
- Sequencing risk, withdrawal strategies, client segmentation and regulatory updates
- Legacy and later life planning as part of a CRP
To get your CPD certificate just answer these questions and provide your details and we’ll email it to you right away!