Forthcoming events
RO2 (Investment Principles and Risk) Pre Exam Training, 19th March 2024
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
Tue 19 Mar 9:30 am – 4:30 pm
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AGM 2024
We need you!
To get down to our AGM on the 25th April at The Holiday Inn Eastleigh
Please join us at 12 when Sandwiches, Tea and Coffee will be served before the AGM commences.
If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
Thu 14 Mar. 2024
CPD event - "How Brokers Add Value"
Objectives of this CPD event are -
Understand the differences between direct, aggregator and broker sales
Be aware of the expectations of the regulator and FOS when buying via a broker
Link good practice in broker sales to the requirements and standards of the Consumer Duty
Fri 08 Mar 12:00 pm – 1:00 pm
Webinar