Webinars - The Financial Planning Club

Webinars with CPD

Insights and Innovations: Weekly Webinars for Financial Planning Professionals

Each webinar provides 1 hour of structured CPD along with key industry insights, networking opportunities, and valuable strategies to empower Financial Planning Professionals

Coming Up...

An Introduction to Pilot

With Pilot Financial Systems

Tuesday 26th August 10am

Fixing the Fragmented Tech Stack

With FE fundinfo

Friday 5th September 10am

Maximising the Great Wealth Transfer Opportunity

With Tatton Investment management

Friday 12th September 10am

Protecting and Growing Capital - Can the Two Co-Exist?

With Aspen

Friday 19th September 10am

Planning with Purpose: How Advisers Build Client Confidencet

With Timeline

Friday 3rd October 10am

Watch Now...

From Good to Great: Turning Compliance into Commercial Advantage.

With BareRock

This is Your Client’s Brain on Money

With The Money Coaching Institute

Are You Missing IHT Opportunities?

With Way Trustees

Strategic AI in Financial Planning: From Buzzword to Driving Real Value

With Saturn

What is brand? Maximising your personal value

With Tatton Investment Management

Retirement Income: Building a Scalable CRP

With Aspen

Assumption-Based vs Evidence-Based & Stochastic Cashflow Modelling

with Timeline

Essential Elements For Great Suitability Templates

with Sparrow Solutions

The Annual Review Blueprint: Maximising Client Engagement and Business Growth

With eParaplan Connect

Maximising sale value and serving smaller clients effectively.

With Octopus Money

IHT Planning in a Post-Budget Landscape - What Now for Pensions?

with Way Trustees

Building a HNW Proposition with Core and Satellite Investing

With Aspen

Future-Proofing Financial Planning with Technology

With Timeline

IHT Planning in a Post Budget Landscape

With way trustees

The Transformative Power of AI in Financial Services

With Jigsaw Tree

The Ultimate Guide to Building a CIP

With Aspen

Mind the (Charges) Gap: What Is It & What Are We Going to Do About It?

With octopus money & open door policy

Marketing Horror Stories That Will Damage Your Brand, Marketing and Bottom Line

The Yardstick Agency

We Connect, Collaborate, Empower business owners and professionals like you

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