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3 Educators providing Financial Planning courses in Bristol

Novia Financial

novia financial

Bath

Novia is based in Bath and was created in 2008 by a management team with decades of experience working in investments, and more precisely in Investment Platforms. Having all originally worked at platforms that were subsidiaries of asset management groups, their vision was to create an investment platform that put the customer at the heart of everything they do. Dedicated to delivering a leading wealth management service are our highly experienced Board, Executive Team and Sales Team. Novia's board is chaired by Mark Winlow, an experienced Independent Non-Executive Director in the financial services sector whose other roles include Ageas and Starling Bank. Our board also includes: Peter Cartwright (non-exec) - partner and Head of Private Equity at AnaCap, who brings extensive experience across the financial services sector, where he has operated throughout his career in an executive and non-executive capacity. Robert Massey (non-exec) - a managing director at AnaCap focusing on business services. He joined AnaCap from Oliver Wyman, where he was a Principal in the Financial Services practice. Ken Fry (independent non-exec) – brings considerable experience in financial services technology having been the CTO and latterly COO of Aberdeen Investment Management. Jane Dale (independent non-exec) – an experienced former finance director for several financial services business and currently a non-executive director for a range of financial service providers. Jane is chair of the Novia Audit & Risk Committee.

Courses matching "Financial Planning"

Show all 5

Mastering Financial Planning and Budgeting in the Public Sector

5.0(10)

By GBA Corporate

Overview This course in Public Sector Accounting and Budgeting training seminar is designed to provide a comprehensive briefing on the fundamental principles and key functions in the continuously developing sphere of public sector finance. Non-financial public sector employees and managers are regularly required to both provide input to the budget process and respond to information presented in departmental financial reports.

Mastering Financial Planning and Budgeting in the Public Sector
Delivered in Internationally or OnlineFlexible Dates
£1,718 to £3,626

M.D.D MY PARTNER IS NOT FINANCIALLY RESPONSIBLE PACKAGE (FINANCIAL ARGUMENTS)

4.9(27)

By Miss Date Doctor Dating Coach London, Couples Therapy

Couples therapy for a financial argument Implementation of honesty and financial openness Constant arguments over finances Different priorities for finances Discussion of different financial expectations Assessment of differences Resolution tactics Better communication training Financial planning discussion Future expectations ,financial future conclusion 3 sessions 45 mins https://relationshipsmdd.com/financial-arguments/

M.D.D MY PARTNER IS NOT FINANCIALLY RESPONSIBLE PACKAGE (FINANCIAL ARGUMENTS)
Delivered in London or UK Wide or OnlineFlexible Dates
£550

Managing Successful Programmes 5th Edition Foundation: In-House

By IIL Europe Ltd

Managing Successful Programmes (MSP®) 5th Edition Foundation: In-House Training Managing Successful Programmes (MSP®) is a globally-recognized framework for best practice programme management. MSP certification provides guidance for programme managers, business change managers and the next step for project managers to develop their knowledge and skills to be able to positively respond to the challenges for managing programmes and larger, more strategic or multiple projects. MSP 5th edition emphasizes flexibility, adaptability, and responsiveness by adopting an incremental approach to the programme lifecycle and thus enabling organizational agility. AXELOS offers two levels of MSP Examination: MSP Foundation and MSP Practitioner. The MSP Foundation Examination is intended to assess whether the candidate can demonstrate sufficient recall and understanding of the MSP programme management framework. The MSP Foundation qualification is a prerequisite for the MSP Practitioner Examination, which assesses the ability to apply understanding of the MSP programme management framework in context. The MSP® 5th Edition Foundation course is a training based on the exam specification for MSP Foundation certification and is aligned with the Managing Successful Programmes (5th Edition) guide from AXELOS. What you will Learn At the end of this course, participants will be able to: Understand key concepts relating to programmes and MSP Understand how the MSP principles underpin the MSP framework Understand the MSP themes and how they are applied throughout the programme Understand the MSP processes and how they are carried out throughout the programme Key Concepts of MSP Programmes Three Lenses of MSP Principles Themes and Governance Organization Organization Theme Organization Structure Individual Roles Stakeholder Management Design Design Theme Benefits Risk Identification and Prioritization Target Operating Model Documents and Key Roles Justification Justification Theme Business Case Financial Planning Documents and Key Roles Structure Structure Theme Delivery Planning Dependencies Benefits Realization Plan Resourcing Documents and Key Roles Knowledge Knowledge Theme Knowledge Management Information Management Document and Key Roles Assurance Assurance Theme Assurance at Multiple Levels Assurance Planning Document and Key Roles Decisions Decisions Theme Issue Resolution Risk Response Data Gathering and Reporting Options and Analysis Document and Key Roles MSP Processes Identify the Programme    Design the Outcomes Plan Progressive Delivery Deliver the Capabilities Embed the Outcomes Evaluate New Information Close the Programme

Managing Successful Programmes 5th Edition Foundation: In-House
Delivered in London or UK Wide or OnlineFlexible Dates
£1,995

M.D.D PRE-MARITAL COUNSELLING LONDON PACKAGE (COUPLES)

4.9(27)

By Miss Date Doctor Dating Coach London, Couples Therapy

Introducing Pre-Marital Counselling London Package: Building a Strong Foundation for a Lifelong Partnership Are you planning to tie the knot and seeking guidance to ensure a strong and healthy foundation for your marriage? Miss Date Doctor’s Pre-Marital Counselling London Package offers you expert support and valuable insights to prepare for a fulfilling and lasting partnership. Pre-marital counselling is a proactive approach that helps couples explore their expectations, communication styles, and potential areas of growth before entering into marriage. Our experienced counsellors in London are dedicated to helping you lay the groundwork for a successful and harmonious marriage. Here’s how the Pre-Marital Counselling London Package can support you: Effective Communication: Our counsellors will guide you in developing open and effective communication skills to express your feelings and needs clearly, fostering understanding and connection. Conflict Resolution: Pre-marital counselling addresses conflict resolution strategies, ensuring that you are equipped with healthy ways to navigate disagreements and challenges in your marriage. Exploring Expectations: We’ll help you and your partner explore and align your expectations about various aspects of marriage, such as roles, finances, family, and lifestyle. Strengthening Intimacy: Pre-marital counselling provides a safe space to discuss emotional and physical intimacy, fostering a deeper connection and understanding between you and your partner. Financial Planning: Our counsellors will assist you in creating a financial plan, emphasizing financial transparency and teamwork to manage shared resources. Building Trust: Trust is a fundamental aspect of a successful marriage. Pre-marital counselling helps you and your partner build and strengthen trust through open and honest discussions. Shared Values and Goals: We’ll explore your shared values and long-term goals, ensuring that you are aligned in your vision for the future. Handling Life Transitions: Pre-marital counselling can prepare you for various life transitions, such as starting a family, changing careers, or dealing with unexpected challenges. The Pre-Marital Counselling London Package at Miss Date Doctor offers you an opportunity to invest in the foundation of your marriage. Our skilled counsellors provide a safe and supportive space to discuss important topics, discover each other’s strengths, and build a solid framework for a successful partnership. Take the first step towards a joyful and harmonious marriage with the Pre-Marital Counselling London Package. Embrace the opportunity to grow together, nurture your relationship, and create a lasting bond that will withstand the tests of time. Let our experienced counsellors guide you towards a fulfilling and loving marriage that stands the test of time. 3 x 1 hour https://relationshipsmdd.com/product/pre-marital-counselling-london-package/

M.D.D PRE-MARITAL COUNSELLING LONDON PACKAGE (COUPLES)
Delivered in London or UK Wide or OnlineFlexible Dates
£500

Insurance - Asset Liability Management under Solvency II

5.0(5)

By Finex Learning

Overview This is a 2 day course to learn ALM tools to achieve strong and market-resilient, actuarially-resilient Solvency 2 (S2) ratios at Group consolidated level and at key cash-remitting entities to ensure dividend stability. For those not fully familiar with Solvency 2, this course is best taken in conjunction with “Solvency 2” Who the course is for Capital management / ALM / risk management staff within insurance company Investors in insurance company securities – equity, subordinated bonds, insurance-linked securities Salespeople covering insurance companies Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

Insurance - Asset Liability Management under Solvency II
Delivered in Internationally or OnlineFlexible Dates
Price on Enquiry