Upcoming Events

In a landscape where we face countless regulation changes, supported and additional learning is absolutely crucial in order to stay well informed and working at the top of our game. However, we know it’s a fine balance between wanting to attend learning events and justifying time out of a busy schedule and that’s why we take a ‘how to…’ approach to all our events. Regardless of the format, nature or subject matter, you can be assured that you will take away practical learning which you can apply back in the office, meaning you always see the benefit of investing in yourself.

7

Jan

TALK: What makes a good file?

So, what makes a good file check? There are little touches that you can add, all the while staying fully […]

10am - 10:45am
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TALK: What makes a good file?

30

Jan

GROW: Professional Development (Q3)

This is our next round of workshops, where we aim to educate, motivate and inspire – with some CPD credits […]

9am - 12.15pm
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GROW: Professional Development (Q3)

5

Feb

MASTER: Sales & Marketing

We know the key challenge of running an adviser firm is spending too much time on advising, and not enough […]

9am - 4pm
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MASTER: Sales & Marketing

12

Feb

GROW: Professional Development (Q3)

This is our next round of workshops, where we aim to educate, motivate and inspire – with some CPD credits […]

9am - 12.15pm
Book this event Find out more
GROW: Professional Development (Q3)

9

Apr

MASTER: SM&CR and IDD

So much regulation. So many changes. So many acronyms! Fear not, we’re here to upskill you and your knowledge, so […]

9am - 4pm
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MASTER: SM&CR and IDD
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