CPD Courses

Family Wealth & Philanthropy

Seminar The Financial Planning Group

About the CPD course

The aim of this lunch & learn is to provide insight and educate attendees how financial planners and legal professionals can collaborate to service client families in a multi-disciplinary; holistic setting; and give informative training on recent charity law and philanthropy legislation changes in Scotland.

CPD Provider

The Financial Planning Group

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The Financial Planning Group

The Financial Planning Group

Focused on delivering and developing the acquisition and development of independent financial services firms across the UK.

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