Event Details
Professional Refresher: the ICAEW DPB (Designated Professional Body) Licence

Professional Refresher: the ICAEW DPB (Designated Professional Body) Licence

No Charge
Available
On Demand
All Locations
Personal Financial Planning
Aug
28
Wed
12:00
-
13:00 BST
Schedule Type Title: Weekdays
Schedule Description: Hear about real life examples where the ICAEW DPB (Designated Professional Body) Licence can be used and how it can add value for your clients.
Sessions: 1
Session Hours: 1.00
Zoom Link: https://icaew.zoom.us/webinar/register/WN_3yEnaRhxSMaqEjPqYi5lqw
CPD hours: 1 hour
Zoom

Description

Hear about real life examples where the ICAEW DPB (Designated Professional Body) Licence can be used and how it can add value for your clients.

Book here
Date and time Location
Recorded on: 28/08/2024  Zoom

Event information

This webinar will explain the details of the DPB (Designated Professional Body) Licence, drawing on examples to illustrate how accountants can work collaboratively with FCA-regulated advisers to deliver integrated advice solutions to clients.

Key benefits

  • Understand the regulatory landscape and how the Licence works.
  • Practical examples of how to stay compliant.
  • Gain insights on how working within the regulatory safe harbor can deliver value-added client solutions.

About the speakers

John Gaskell, Head of Personal Financial Planning, ICAEW
John is Head of Personal Financial Planning at ICAEW, where he launched the Personal Financial Planning Community which is one of ICAEW’s largest communities with 35,000 members. He leads work around supporting chartered accountants to build more resilient personal finances for themselves and their clients, working across ICAEW and with external stakeholders. John represents ICAEW on the Global Accounting Alliance (GAA) Personal Financial Planning Working Party and oversees ICAEW’s Personal Financial Planning Advisory Group. Before working at ICAEW, John was a private client investment manager in the City of London, followed by a career in personal financial planning and business development. 

Dean Neaves, Senior Manager, Quality Assurance, ICAEW
Dean Neaves is a Senior Manager in the Quality Assurance Department (QAD) within Professional Standards at ICAEW. Dean leads QAD’s Practice Assurance and DPB (Investment Business) monitoring activities and has experience of visiting practices of all sizes throughout the UK. He is an ICAEW Chartered Accountant with over 20 years’ experience working in the audit practice of a Big 4 firm prior to joining ICAEW in 2016.
 

Phil O'Halloran, Case Manager, Regulatory Practice, ICAEW

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event.

This event is organised by the Personal Financial Planning Community and Small Practitioners Community.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Legal disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

ICAEW's terms and conditions for events

This event requires participant information to register. Please login and/or fill in the participants information.
Back
Basket
Item(s) £0.00
Grand Total £0.00
Powered by Configio