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Financial support for your children – at all ages!
19 May 2027, 13:30-16:30 (UK time)
Online Training Workshop
One half-day
19 May 2027, 13:30-16:30 (UK time)
11 November 2026, 09:30-12:30 (UK time) **CANCELLED**
The bank of Mum and Dad is open 24/7. Financial planning and tax options for use of wealth to help children via a case study.
Public course booking
Members: £139pp
Non-members: £199pp
To book this workshop for yourself or up to 6 Delegates, please complete the below form:
Corporate (In-house) training
To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:
Summary
Dates: 19 May 2027
Timings: 13:30-16:30 (UK time)
Duration: Half day
No of attendees: 12-16
Format: Online - Virtual delivery
CPD: Recognised
Trainer: Steve Davis
Price: £139 Members / £199 Non Members
Workshop Overview
By the end of this engaging session, participants will be able to:
- Identify considerations for parents before deciding on funding the needs of their children.
- Explain how student loans work and outline ways of funding them.
- Describe 12 ways of providing tax efficient financial help to children.
- Evaluate and recommend options for the case study clients.
Who should attend?
Advisers, paraplanners, whether at diploma or Chartered level.
Corporate Solutions
As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map. We offer workshops covering exam revision, technical training and business and leadership topics.
Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce.
A full list of courses can be viewed in our 2025 Training Catalogue.
Corporate (In-house) Training
Register your interest in our other courses
“The materials were fantastic. I really enjoyed the mixed media approach; switching between live sessions, videos and independent reading as well as practical tasks and discussions – this really helped to keep me engaged.” – Customer review
For enquiries about this course, please email to: business.enquiries@cii.co.uk
Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.
CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.
We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.
Can't attend on this date? Register your interest in other training workshops and future dates.
Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.