Forthcoming events

This month

Webinar - FCA Business Interruption Test Case - the judgement

  • Fri 25 Sep 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

This comprehensive and interactive one-hour webinar will focus on the judgement following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judges have agreed to hand down their judgement for mid-September. Eight days have been spent analysing countless policy wordings and individual words and their everyday meanings.

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All forthcoming events

AF5 - Financial Planning Process Revision Day- 01/10/2020

  • Thu 01 Oct 9:30 am – 4:30 pm

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 2020 exam.

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Practical Soft Skills Workshop- New Starters (Oct 2020)

  • Wed 28 Oct 10:00 am – 3:30 pm
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.

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Practical Soft Skills Workshop- Masterclass (Oct 2020)

  • Fri 30 Oct 10:00 am – 3:30 pm
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.

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SAVE THE DATE - Annual Dinner

  • Fri 20 Nov – Fri 20 Nov
  • Crowne Plaza
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