GROW: Professional Development (Q2)

12 Sept • 9am - 12.15pm •

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.

What will it cover?

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.

Agenda:

9.00 – 9.45Regulatory update & outlook from Cathi Harrison.
9.45 – 10.30Session led by Paul Thomson-Clark from Intelliflo – e-Adviser & Digital Engagement

Research and findings from their eAdviser Index, giving valuable insights into how using technology can affect an adviser’s client base, revenue and other factors.

10.30 – 10.45Refreshment break
10.45 – 11.30Session led by Darren Lowry from Nucleus – Platform Due Diligence – A Fresh Look

This interactive session from Nucleus will explore the six key elements to support your platform due diligence and through that proces.

11.30 – 12.15Session led by Julian Brincat from Protean

Julian’s session will provide an update on the PII market discussing some of the key concerns for underwriters and expectations for the next 12 months. He will offer an overview on how to address these in order to ensure that IFAs are in the strongest position when approaching their PII renewal.

12.15 Close and lunch

Why should I attend?

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.

When? 12th Sept, 2019.
Where? Leeds (Venue details to follow)
Cost? Completely FREE!

How do I sign up?

Click the button on the top right of the page.

Part of the Verve Group

Design by Tony McBride, website by Outlines Design.