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...
Retirement income strategies: Dealing with sequence risk
With Albion Consulting
Friday 27th February 10:00AM
The Practice of the Future: Engage Families, Not Just Clients
With Timeline
Wednesday 4th March 10:00AM
Smart Estate Planning: Multi Trust Strategies for Effective IHT Mitigation
With WAY Trustees
Friday 20th March 10:00AM
Performance Made Practical: Driving Outcomes Through Scalable Tech
With Timeline
Wednesday 6th May 10:00AM
Watch Now...
What does good Estate Planning look like post-Budget & how Consumer Duty is shaping advice
With Way Trustees
Succession Planning - Maximising the Value of Your Business
With Tatton Investment Management
Reimagining Professional Indemnity Insurance: From Necessity to Strategic Asset
With BareRock
The Annual Review Blueprint: Maximising Client Engagement and Business Growth
With eParaplan Connect
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
Contact the Financial Planning Club
Join The Financial Planning Club and experience a collaborative community with trusted financial service professionals.
Complete the form below and a member of our team will be in touch.