Forthcoming events

This month

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Monday 20th September 2021 - online distance learning event

Mon 20 Sep 9:30 am – 4:30 pm

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JO5 (Pension Income Options) Pre Exam Training, Monday 20th September 2021 - online distance learning event

Mon 20 Sep 9:30 am – 4:30 pm

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Tuesday 21st September 2021 - online distance learning event

Tue 21 Sep 9:30 am – 4:30 pm

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RO7 (Advanced Mortgage Advice) Pre Exam Training, Wednesday 22nd September 2021 - online distance learning event

Wed 22 Sep 9:30 am – 4:30 pm

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FCA Pricing Practices: Product Governance and Auto Renewals

Thu 23 Sep 10:00 am – 11:30 am
Online
- Jill Hambley, Insurance Compliance Services

Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the pricing requirements, but also concentrate on Product Governance, the changes taking effect from 1st October 2021 and what this means for manufacturers and distributors.

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AF5 (Financial Planning Process) Pre-Exam Training, Friday 24th September 2021 - online distance learning event

Fri 24 Sep 9:30 am – 4:30 pm

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AF4 (Investment Planning) Pre-Exam Training, Monday 27th September 2021 - Day 1 - online distance learning event

Mon 27 Sep 9:30 am – 4:30 pm

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AF4 (Investment Planning) Pre-Exam Training, Tuesday 28th September 2021 - Day 2 - online distance learning event

Tue 28 Sep 9:30 am – 4:30 pm

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All forthcoming events

AF2 (Business Financial Planning) Pre-Exam Training, Friday 1st October 2021 - online distance learning event

Fri 01 Oct 9:30 am – 4:30 pm

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Cyber Security and Counter Fraud Controls

Tue 05 Oct 1:00 pm – 2:00 pm
Online
- Craig Wooldridge, IASME
- Chris Pinder, IASME
- Robert Brooker, PKF GM

This webinar is aimed at SMEs within the financial services and insurance sectors looking to improve their own cyber security and counter fraud controls. It will also be of interest to individuals that manage cyber security policies and claims on behalf of their customers and clients.

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