Managing your Money - Spend and Save
Event Details
Free
Date and Time
Wed, 19 March 2025
09:30 - 10:30
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you the day before the event
Event Details
Free
Date and Time
Wed, 19 March 2025
09:30 - 10:30
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you the day before the event
IOB is delighted to welcome Nigel Power to speak at this informative "Managing your Money - Spend and Save" event to coincide with Global Money Week 2025.
Nigel will provide some insights into why Budgeting is so important, introduce the concept of a Financial Health Check and outline the positive effects of setting financial goals - including short, medium and long term goals. Nigel will also outline the effects of compounding of costs and interest and will demonstrate how compounding can impact achieving those financial goals.
Finally, he will provide an outline of the different retail financial products that might be suitable for the various savings and investments needs, ranging from emergency funds to saving for college.
There is 1 CPD hour available for the following designations
QFA- (Savings and Investments only)
CPD- (Savings and Investments only)
RSCPD- (Savings and Investment only)
Licentiate of Compliance Institute (LCI)
Fellow of Compliance Institute (Compliance)
Wealth Management Professional (WMP)
Nigel Power
Complete Compliance Limited
Nigel has 34 years’ experience in the financial services industry and has worked in sales, sales management, training and compliance. He is currently a proprietary director of Complete Compliance Ltd a financial services training and compliance specialist.
He is a full time QFA tutor since 2006 and has worked with most of the major banks, insurance companies, credit unions and stockbrokers in the country in this time.
