Forthcoming events

All forthcoming events

Exeter Summer Roadshow

Thu 05 Jun 8:30 am – 4:00 pm
Sandy Park Conference & Banqueting Centre

Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.

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PFS Teams Session - Navigating a new era for investors under President Trump

Wed 25 Jun 9:30 am – 10:30 am
- Samantha Kay, Hymans Robertson Investment Services
- Andy Pook, Hymans Robertson Investment Services

Thanks to Sam and Andy for this online session for our PFS members.

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CII & PFS-Interactive Training-You need to learn CPR

Tue 16 Sep 10:30 am – 12:00 pm
The Exeter Court Hotel
- Mark Hawkins, The British Heart Foundation

Thanks to Mark Hawkins from the British Heart Foundation, our chosen charity this year, for this in person interactive CPD session for all our CII members at The Exminster Room, Exeter Court Hotel. Sessions start at 10.30am. Timings of the sessions depend on numbers who book.

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