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

June

TALK: FCA Business Plan 2019/20

As you well know, the FCA has just published their 2019/20 business plan, and much like previous business plans, digesting […]

10am - 10:30am
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TALK: FCA Business Plan 2019/20

12

June

MASTER: SM&CR (Leeds)

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

9:30am - 1:00pm
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MASTER: SM&CR (Leeds)

19

June

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

27

June

GROW: Professional Development (Q1)

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 (Q1)

5

Jul

TALK: CIP / IDD

This webinar will touch upon the benefits and disadvantages of a Centralised Investment Proposition (CIP) for a firm. It will […]

10am - 10:30am
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TALK: CIP / IDD

2

Aug

TALK: Regulatory Update (PROD / MiFID II & SM&CR)

This webinar will give you a whistle-stop tour, looking at some of the most prominent regulation that has taken effect […]

10am - 10:30am
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TALK: Regulatory Update (PROD / MiFID II & SM&CR)

11

Sept

MASTER: Supervisor Workshop (Leeds)

We live in an ever changing world of regulation. It’s a minefield (perhaps often, feels more like a battlefield?). But […]

9am - 4pm
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MASTER: Supervisor Workshop (Leeds)

12

Sept

GROW: Professional Development (Q2)

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 (Q2)

24

Sept

MASTER: Supervisor Workshop (London)

We live in an ever changing world of regulation. It’s a minefield (perhaps often, feels more like a battlefield?). But […]

9am - 4pm
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MASTER: Supervisor Workshop (London)

12

December

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)

10

March

GROW: Professional Development (Q4)

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 (Q4)
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