Forthcoming events

All forthcoming events

RO4 (Pensions & Retirement Planning) - Online Exam Training

  • Fri 06 Aug – Mon 09 Aug
    • Luiza Todd, Bespoke Training Solutions

RO4 (Pensions & Retirement Planning) - Online Exam Training. For Yorkshire & North-East region Local Institutes. n.b. places are restricted. Taking place online over two full-days (9.00am-4.30pm) Friday 6th August - Monday 9th August 2021.

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RO1 (Financial Services, Regulations, Ethics) - Online Exam Training

  • Fri 13 Aug – Mon 16 Aug
    • Luiza Todd, Bespoke Training Solutions

RO1 (Financial Services, Regulations, Ethics) Online Exam Training. For Yorkshire & North-East region Local Institutes. n.b. places are restricted. Taking place online over two full-days (9.00am-4.30pm) Friday 13th August - Monday 16th August 2021.

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RO2 (Investment Principles & Risk) - Online Exam Training

  • Fri 13 Aug – Mon 16 Aug
    • Jeff Scholes, Bespoke Training Solutions

RO2 (Investment Principles & Risk) - Online Exam Training. For Yorkshire & North-East region Local Institutes. n.b. places are restricted. Taking place online over two full-days (9.00am-4.30pm) Friday 13th August - Monday 16th August 2021.

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RO3 (Personal Taxation) - Online Exam Training

  • Fri 20 Aug – Mon 23 Aug
    • Jeff Scholes, Bespoke Training Solutions

RO3 (Personal Taxation) - Online Exam Training. For Yorkshire & North-East region Local Institutes. n.b. places are restricted. Taking place online over two full-days (9.00am-4.30pm) Friday 20th August - Monday 23rd August 2021.

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AF1 (Personal Tax & Trust Planning) - Online Training Course

  • Mon 06 Sep – Thu 09 Sep

AF1 (Personal Tax & Trust Planning) - online exam training Course held via Zoom over 4 half days (mornings) 9.30am - 1.00pm 6-9th September 2021 **PLACES ARE LIMITED ON THIS COURSE

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Virtual Conference: 'Sharing is caring - Defending the digital frontier'

  • Tue 14 Sep 9:45 am – 3:45 pm
    • Jonathan Moss, Pen Underwriting
    • Nick Hewland, Pen Underwriting

The annual North East Institutes conference is back, with another topical scenario-based session: A staff member working from home due to Covid lockdown restrictions breaches employer's instructions resulting in malware infecting the company system. What are the many implications...?

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AF5 (Financial Planning Process) Online training course - October 2021 Exam

  • Mon 27 Sep – Wed 29 Sep
    • Steve Davis, The Financial Adviser Academy

AF5 (Financial Planning Process) - online exam training Taking place over three half-day afternoons (1.30pm-4.00pm) via Zoom: 27th, 28th, 29th September 2021 **PLACES ARE LIMITED ON THIS COURSE

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AF4 (Investment Planning) Online training course - October 2021 Exam

  • Tue 05 Oct – Fri 08 Oct

AF4 (Investment Planning) - online exam training Course held via Zoom over 4 half days (mornings) 9.30am - 1.00pm 5-8th October 2021 **PLACES ARE LIMITED ON THIS COURSE

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