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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...

The Evolution of AI in Financial Planning

The Evolution of AI in Financial Planning

With Saturn

Friday 27th March 10:00AM

Investment Solutions For Shorter Time Horizons

Investment Solutions For Shorter Time Horizons

With Aspen

Friday 16th April 10:00AM

Performance Made Practical: Driving Outcomes Through Scalable Tech

Performance Made Practical: Driving Outcomes Through Scalable Tech

With Timeline

Wednesday 6th May 10:00AM

Watch Now...

Smart Estate Planning: Multi Trust Strategies for Effective IHT Mitigation

Smart Estate Planning: Multi Trust Strategies for Effective IHT Mitigation

With WAY Trustees

How Data Clarity Eliminates Reconciliation and Powers Confident Decisions

With FE fundinfo

Case Review Excellence: A PI Perspective

Case Review Excellence: A PI Perspective

With BareRock

The Practice of the Future: Engage Families, Not Just Clients

With Timeline

Retirement income strategies: Dealing with sequence risk

Retirement income strategies: Dealing with sequence risk

With Albion Consulting

Your Roadmap to Smarter Hiring

With Antony George

The Financial Planning Club: Why We Exist, How We Help, and Whether It’s Right for You

The Financial Planning Club: Why We Exist, How We Help, and Whether It’s Right for You.

Complaints: Prevention is better than cure!

Complaints: Prevention is better than cure!

With BareRock

Tech, Trust & Transitions: Advising in the Age of AI

With FE fundinfo

Is your investment proposition built to adapt?

Is your investment proposition built to adapt?

With Albion

What does good Estate Planning look like post-Budget & how Consumer Duty is shaping advice

What does good Estate Planning look like post-Budget & how Consumer Duty is shaping advice

With Way Trustees

Goals Based Investing - for the next 10 years

Goals Based Investing - for the next 10 years

With Aspen

Succession Planning - Maximising the Value of Your Business

Succession Planning - Maximising the Value of Your Business

With Tatton Investment Management

Understanding the Dynamics of Couples and Money

Understanding the Dynamics of Couples and Money

With The Money Coaching Institute

Reimagining Professional Indemnity Insurance: From Necessity to Strategic Asset

Reimagining Professional Indemnity Insurance: From Necessity to Strategic Asset

With BareRock

How AI is Elevating Transparency and De-Risking Financial Advice

How AI is Elevating Transparency and De-Risking Financial Advice

With Saturn

Planning with Purpose: How Advisers Build Client Confidence

Planning with Purpose: How Advisers Build Client Confidence

With Timeline

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

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

With Aspen

Maximising the Great Wealth Transfer Opportunity

Maximising the Great Wealth Transfer Opportunity

With Tatton Investment management

Fixing the Fragmented Tech Stack

Fixing the Fragmented Tech Stack

With FE fundinfo

An Introduction To Pilot

An Introduction to Pilot

With Pilot Financial Systems

Compliance as a catalyst: How quality advice firms turn rules into revenue.

From Good to Great: Turning Compliance into Commercial Advantage.

With BareRock

This is Your Client’s Brain on Money

This is Your Client’s Brain on Money

With The Money Coaching Institute

Are You Missing IHT Opportunities?

Are You Missing IHT Opportunities?

With Way Trustees

Strategic AI in Financial Planning

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

With Saturn

What is brand? Maximising your personal value

With Tatton Investment Management

Building a Scalable CRP

Retirement Income: Building a Scalable CRP

With Aspen

Assumption-Based vs Evidence-Based & Stochastic Cashflow Modelling

Assumption-Based vs Evidence-Based & Stochastic Cashflow Modelling

with Timeline

Essential Elements For Great Suitability Templates

Essential Elements For Great Suitability Templates

with Sparrow Solutions

The Annual Review Blueprint: Maximising Client Engagement and Business Growth

The Annual Review Blueprint: Maximising Client Engagement and Business Growth

With eParaplan Connect

maximising sale value and serving smaller clients effectively

Maximising sale value and serving smaller clients effectively.

With Octopus Money

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

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

with Way Trustees

Building a HNW Proposition with Core and Satellite Investing

Building a HNW Proposition with Core and Satellite Investing

With Aspen

Future-Proofing Financial Planning with Technology

Future-Proofing Financial Planning with Technology

With Timeline

Inheritance Tax Planning in a Post-Budget Landscape

IHT Planning in a Post Budget Landscape

With way trustees

The Transformative Power of AI in Financial Services

The Transformative Power of AI in Financial Services

With Jigsaw Tree

The Ultimate Guide To Building A CIP

The Ultimate Guide to Building a CIP

With Aspen

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

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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