Past Events

TALK: Back to the Future
24 Jan
10:00 am - 10:30 am Online

TALK: Back to the Future

“Great Scott” a new decade has begun! And whilst yet another decade comes and goes without a time-travelling DeLorean on…

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GROW: Professional Development (Q3)
12 Dec
9:00 am - 12:30 pm London

GROW: Professional Development (Q3)

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

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TALK: SM&CR – The Final Countdown
02 Dec
10:00 am - 10:45 am

TALK: SM&CR – The Final Countdown

On the 9th December, the Senior Managers & Certification Regime (SM&CR) will go live. In the final run-up to going…

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TALK: Vulnerable Customers
01 Nov
10:00 am - 10:30 am

TALK: Vulnerable Customers

25.6 million UK adults are potentially vulnerable – that’s 50% of all UK adults! Most firms we talk to usually…

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GROW: Professional Development (Q2)
25 Oct
9:00 am - 12:15 pm Leeds

GROW: Professional Development (Q2)

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

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04 Oct
10:00 am - 10:30 am

TALK: SM&CR & HR

The Senior Managers & Certification Regime (SM&CR): Everyone is talking about conduct rule training, statement of responsibilities, senior manager functions…

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MASTER: Supervisor Workshop (London)
24 Sep
9:00 am - 4:00 pm London

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…

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16 Sep
11:00 am - 11:45 am

TALK: Behavioural Insights

This month’s webinar will be co-hosted with our special guest speaker – Neil Bage, Founder and Director of Behavioural Research,…

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GROW: Professional Development (Q2)
12 Sep
9:00 am - 12:15 pm Leeds

GROW: Professional Development (Q2)

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

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TALK: Regulatory Update (PROD / MiFID II & SM&CR)
02 Aug
10:00 am - 10:30 am

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…

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TALK: CIP
05 Jul
10:00 am - 10:30 am

TALK: CIP

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

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GROW: Professional Development (Q1)
27 Jun
9:00 am - 12:15 pm London

GROW: Professional Development (Q1)

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

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