This is our next round of workshops, where we aim to educate, motivate and inspire – with some CPD credits thrown in for good measure. Our workshops are not about ‘ticking the CPD box’ – we make sure these half days are of relevance and genuine use to you and your business, and are worth the valuable time out of the office.
Each quarter, the workshops will led by key industry experts, covering a range of subjects, and will be focused on relevant and topical matters that are affecting advisers at that time.
|9.00 – 9.15||Regulatory update and outlook|
|9.15 – 10.00||Session led by Julia Brincat from Protean Risk|
|10.00 – 10.45||e-Adviser & Digital Engagement.|
Paul Thomson-Clark from Intelliflo
|10.45 – 11.00||Refreshment break|
|11.00 – 11.45|| Platform Due Diligence – A Fresh Look.|
Darren Lowry from Nucleus
|11.45 – 12.30||Session led by Schroders|
|12.30pm||Close and lunch|
The GROW workshops are designed to help attendees develop their knowledge in a range of areas, and to enable them to enhance certain skills, to take back to the work place.
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