Webinars

Insights and Innovations: Weekly Webinars for Financial Planning Professionals

Our webinars provide key industry insights, networking opportunities, and valuable strategies to empower Financial Planning Professionals

Coming Up...

Essential Elements For Great Suitability Templates

Essential Elements For Great Suitability Templates


Sparrow Solutions

Friday 28th March 10 am

Assumption-Based vs Evidence-Based & Stochastic Cashflow Modelling

Assumption-Based vs Evidence-Based & Stochastic Cashflow Modelling

Timeline

Friday 4th April 10 am

Watch Now...

The Annual Review Blueprint: Maximising Client Engagement and Business Growth

The Annual Review Blueprint: Maximising Client Engagement and Business Growth

eParaplan Connect

maximising sale value and serving smaller clients effectively

Maximising sale value and serving smaller clients effectively.

Octopus Money

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

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

Way Trustees

Building a HNW Proposition with Core and Satellite Investing

Building a HNW Proposition with Core and Satellite Investing

Aspen

Future-Proofing Financial Planning with Technology

Future-Proofing Financial Planning with Technology

Timeline

Inheritance Tax Planning in a Post-Budget Landscape

IHT Planning in a Post Budget Landscape


way trustees

The Transformative Power of AI in Financial Services

The Transformative Power of AI in Financial Services

Jigsaw Tree

The Ultimate Guide To Building A CIP

The Ultimate Guide to Building a CIP


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?


octopus money & open door policy

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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