Norfolk Personal Finance Society Update
The committee have organised two events recently. A face to face Meaningful Objectives session in August which focused on the importance of obtaining a client’s true objectives and explore ways of approaching these conversations effectively. In September, we are running another Insurance Distribution Directive (IDD) CPD day, following the successful event we ran last year. This will take place at the Forum.
We are pleased to announce that David Coleman of Just Financial has agreed to join the committee. This takes the committee numbers to six and we are hopeful that a few more will join later this year or early next.
Save the Date!
The PFS Norfolk Autumn Conference is taking place on Tuesday 07 November at Sprowston Manor Hotel, Norwich. A detailed agenda will be available approximately six weeks before the event. Lunch and refreshments will be provided and delegates will be eligible to claim over 4 hours of CPD. Please select here to book your place
Upcoming CPD Events
The council have lined up a number of CPD events for the next quarter, including but not limited to:
- Hawkins Webinar – Leaking Pipes & Cylinders – Common Themes between the Industry and the Airing Cupboard
- Management Success with Michael from Kataholos
Keep an eye out for future events, you can register to upcoming events via our website.
The council are open to suggestions from our membership on CPD topics, you are welcome to email the institute with specific requests.
Annual Charity Dinner
It is not long until our annual charity dinner, which is taking place on Friday 10th November at the Assembly House, Theatre Street, Norwich, NR2 1RQ.
The council are excited to welcome face both old and new to the dinner, which is set to be an enjoyable evening of entertainment, networking and celebrating the successes of our Students.
If you haven’t yet purchased your ticket, there is still time, but hurry as tickets are limited.
Please visit our events page for further details. We hope you can make it!
FAQs
Want to find out more about the role of the institute and council members, our professional development events, or methods of communication?
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