Managing a settlement is a crucial responsibility, especially when it comes to investing the funds wisely to secure the long-term financial well-being of vulnerable clients. Our training program focuses on equipping you with the expertise required to navigate the intricacies of investment strategies for settlement funds.

Investments training

With a particular emphasis on supporting vulnerable clients, our courses cover topics such as risk management, financial planning, diversification, and ethical investing. Our experienced trainers will guide you through practical case studies and real-life scenarios to enhance your understanding of the unique challenges and considerations involved in investing settlement funds.

  • Financial implications for vulnerable clients
  • Investment trends
  • Risk management
  • Ethical investing
Knowledge Hub is a trading style of Frenkel Topping Group PLC which is registered in England and Wales no: 04726826
Registered Office Address: Frenkel House, 15 Carolina Way, Salford, M50 2ZY