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...

This is Your Client’s Brain on Money


The Money Coaching Institute


Tuesday 15th July 4pm

Register Here
How Quality Advice and Planning Firms can gain commercial advantage through embracing compliance.

From Good to Great: Turning Compliance into Commercial Advantage


BareRock


Friday 15th August 10am

Register Here

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Are You Missing IHT Opportunities?

Are You Missing IHT Opportunities?

With Way Trustees

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Strategic AI in Financial Planning

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

With Saturn

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What Is Brand?

What is brand? Maximising your personal value

With Tatton Investment Management

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Building a Scalable CRP

Retirement Income: Building a Scalable CRP


With Aspen

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Assumption-Based vs Evidence-Based & Stochastic Cashflow Modelling

Assumption-Based vs Evidence-Based & Stochastic Cashflow Modelling

with Timeline

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Essential Elements For Great Suitability Templates

Essential Elements For Great Suitability Templates


with Sparrow Solutions

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The Annual Review Blueprint: Maximising Client Engagement and Business Growth

The Annual Review Blueprint: Maximising Client Engagement and Business Growth

With eParaplan Connect

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maximising sale value and serving smaller clients effectively

Maximising sale value and serving smaller clients effectively.


With Octopus Money

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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

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Building a HNW Proposition with Core and Satellite Investing

Building a HNW Proposition with Core and Satellite Investing

With Aspen

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Future-Proofing Financial Planning with Technology

Future-Proofing Financial Planning with Technology

With Timeline

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Inheritance Tax Planning in a Post-Budget Landscape

IHT Planning in a Post Budget Landscape


With way trustees

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The Transformative Power of AI in Financial Services

The Transformative Power of AI in Financial Services

With Jigsaw Tree


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The Ultimate Guide To Building A CIP

The Ultimate Guide to Building a CIP


With Aspen


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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

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10 Real-Life Marketing Horror Stories That Will Damage Your Brand, Marketing and Bottom Line​

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


The Yardstick Agency

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