Forthcoming events
All forthcoming events
AF1 Personal Tax and Trust Planning Revision Day- 23/08/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
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In Person CPD Event: Building rapport in a hybrid world
Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst sharpening your capacity to influence others. Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.
View event detailsAF5 - Financial Planning Process Revision Day- 09/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the September 2024 exam.
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Sales Innovation for Financial Planners- 10/09/2024
This one-day training programme is designed to equip financial planners with cutting-edge sales techniques that complement their marketing activity to help them stand out in a competitive market. The training will cover a range of innovative strategies, from leveraging virtual events to implementing client referral programs and consultative selling approaches.
View event detailsBeyond AI – Creating a world class client experience- 11/09/2024
The integration of artificial intelligence presents both opportunities and challenges. This training day is designed to equip financial advisers with the skills and knowledge necessary to enhance their client experience, ensuring they remain competitive and relevant. The program will cover the fundamentals of AI, its impact on client interactions, and strategies to leverage AI while maintaining a human touch. Through a combination of theoretical insights and practical exercises, participants will learn how to create a superior client experience that integrates the best of both human and AI capabilities.
View event detailsAF4 Investment Planning Revision Day- 16/09/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
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CPD Webinar: Advanced Marine Cargo Insurance
If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare … We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role. However, it’s always useful to expand knowledge and ‘see the bigger picture’. This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.
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R06 - Financial Planning Practice Revision Day- 19/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the October 2024 exam.
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ANNUAL DINNER 2024
It's our Annual Black Tie Event! An evening of good food, awards, after dinner entertainment and more. There will even be an opportunity for guests to go pitch side at the fantastic St James' Park. Contact our dinner secretary, Dawn, if you're interested to find out more and to book your tickets.
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