Sparrow Solutions Sandbox Sessions


Sparrow Solutions events - Scroll down for upcoming Workshops!


Sparrow Solutions holds regular online learning and development events to which everyone is welcome! These are friendly, collaborative get togethers and, depending on what the subject is, can be in the form of workshops, forums or roundtables, called 'Sandbox Sessions'. 


They cover a range of subjects that will not only help support financial planners, advisers and paraplanners with doing the day job but also with ongoing learning and development, career choices and anything else that may come up on a professional pathway!


Full details of these events will be on this page, so make sure you keep checking in for dates and more info!


If you'd like to join our mailing list for events, please just use the form on the Mailing List page.




Have your own Sparrow Solutions Sandbox Session! 



If there are any CPD or Learning and Development events here that you feel would be beneficial to your team or those in your business, please just get in touch to discuss having your own Sparrow Solutions Sandbox - either online or in your office - whatever works for you!


Give us a call to find out more!




Sparrow Sandbox Session - Practical Paraplanning: Creating Super SMART client objectives


This session is for 90 minutes from 10 am on Wednesday 6th November 2024


Tickets are available here:


Ticket to the Sandbox


What will be covered?

 

This CISI accredited CPD session will be looking at building SMART objectives from the info in the file and provides 1.25 hours of endorsed CPD! 


 

A little more about the session...


Do you ever feel like it’s a bit of a hunt trying to find SMART Objectives in fact find or file note? 🔎


Do you sometimes feel you need Sherlock Holmes level deducing powers to track down those client goals? 🕵️🕵️‍♂️🕵️‍♀️


Perhaps you think you have all the parts of the puzzle but you’re just not quite sure how they all fit together? 🧩


Quite often, all the info you need to build the clients’ SMART goals and objectives will be there but sometimes it can be a bit difficult to see the wood for the trees!



In this Sparrow Solutions Sandbox Session, we’ll be looking at how you can extrapolate the info from the Fact Find to build personalised, SMART objectives to use in your report.

 

There'll also be discussions and practical examples and exercises to help bring it to life and really cement your learning for the future.

 

And it’s going to be a Flash session – 90 minutes and we’re done – quick as a flash!


 

What are the learning objectives?

 

This session will help you:


  • To understand what is a SMART objective or goal

  • To learn and understand how to identify SMART objectives using information in the Fact Find, File and Meeting notes

  • To understand what is the difference between a Financial Planning goal and an investment objective

  • To learn how to write SMART objectives in your report that are personalised to the client 


Who is this for?


This is a practical session giving help on how to do (one part of!) the paraplanning job itself!


It will be helpful to aspiring, new and trainee paraplanners, and existing paraplanners who are looking to refresh their knowledge.

 

It will also be helpful for new and existing financial planners wanting to brush up on writing SMART client objectives based on their conversations with clients, or for financial planners wanting to make sure sure they're providing the right info for their paraplanners to do so. 


Who can attend?


Anyone can attend but numbers for the session will be very limited so get booked in quick!




Upcoming events 


To make sure it's a really fun and comfortable environment for all attending, and so everyone feels they can share their thoughts and ideas, the Sparrow Solutions CISI Endorsed CPD Sandbox Sessions deliberately have very restricted numbers.


This means that there are only a few spaces up for grabs for each one BUT good news is they will be repeated!


If you would like to be one of the first to hear about upcoming sessions, please just register your interest using the form below, and you'll get on the Priority Boarding list!


I'd like Priority Boarding!