Previous events
All previous events
Webinar: Inflation Goes High, We Go Low
Are you in charge of the UK economy? Do you work for the Bank of England? If the answers to these are 'no', then you may be forgiven for thinking there's not much you can do about inflation. But financial advice professionals are very much at the front line when it comes to helping clients navigate what inflation means for them and their finances.
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R06 - Financial Planning Practice Revision Day- 22/09/2023
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 2023 exam.
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Resilience & Agility - the science of mindset and limiting beliefs
Some people seem to deal with whatever is thrown at them. Long hours, uncertainty, back-to-back meetings, re-structuring, family demands. They take it in their stride. Old-school thinking has us believe that these lucky people are born with the ability to deal with stress - while the rest of us struggle to cope with life’s constant demands and overwhelm.
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The Sales Mindset - How Anyone Can Succeed in Sales
This session challenges the negative myths that surround sales and that limit individual and organisational sales performance. We focus particularly on the myth of the ‘natural salesperson,’ revealing the real skills required to be successful, how you may already possess many of the skills you need, and how the rest can be developed through purposeful practice.
View event detailsAF4 Investment Planning Revision Day- 11/09/2023
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.
View event detailsAF5 - Financial Planning Process Revision Day- 07/09/2023
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 2023 exam.
View event detailsAF7 Pension Transfers Revision Day- 06/09/2023
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.
View event detailsAF1 Personal Tax and Trust Planning Revision Day- 22/08/2023
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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Mergers and Acquisitions - Key Insurance Issues
This session looks at some of the insurance issues faced during a client merger or acquisition and explores some of the insurance solutions available
View event detailsAnnual FREE Five-a-Side Football Competition
Our annual FREE Five-a-Side Football Competition will take place on 11th August. Kick-off is at 6pm. Team captains register at reception by 5.45pm. The final will be played at 9pm.
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Team Empowerment - What Research Tells Us
Research shows that teams with an ill-defined structure, unclear purpose or lack of ‘norms’ lead to poor morale, relationship issues and low team performance. Yet, get the basics right and you will empower everyone to contribute fully to the team’s success.
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Raising Accountability
The current economic crisis is placing an increasing demand on leaders to be accountable and to raise the accountability of their people. But what does this really mean?
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Avoiding Bias as a Manager
This is an ideal opportunity to reflect on your own management practices and consider if you are aware of how to avoid bias in your own job role.
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The Consumer Duty Skills Toolkit Part 2
Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.
View event detailsThe Consumer Duty Skills Toolkit Part 1
Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.
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CPD Event - Creating and Claiming Value in Negotiations
This event, presented by Jeff Heasman, MABP, LL.B (Hons), LL.M, focuses on how to create and claim value in a negotiation. A critical skill in a hard market. Please see the event page for further details.
View event detailsCoaching Skills for Leaders
Coaching is a skill that has one of the highest returns on investment – some studies report 800%. So, it is not surprising that once your managers start coaching, you can expect breakthrough results for your entire organisation.
View event detailsWebinar: Rest, Recovery, Recharge - Ready for Productivity
The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!
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Webinar: Exploring Inclusion and Diversity - Considering Socio-economic background and creating inclusive environments
Despite not being one of the 9 protected characteristics under the Equality Act, people from lower socio-economic backgrounds experience bias, discrimination and significant inequality of opportunity.
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