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...

Consumer Duty-Aligned Client Satisfaction Surveys

With BareRock

Friday 24th July 10:00AM

Curious About The Club

With The Financial Planning Club

Friday 21st August at 10:00AM

From Employed Adviser to Self-Employed Owner: The Leap Done Properly

With Corbel Partners and Antony George

Wednesday 16th September 11:00AM

Everything You Wanted to Know About the FCA's Review of Ongoing Financial Advice… But Were Afraid to Ask…

With isio

Wednesday 23rd September 10:00AM

Beyond the Black Box: A Look into Alternatives in MPS

With Tatton Investment Management

Friday 25th September 10:00AM

AR or DA? The Route That Fits the Adviser You Want to Become

With Corbel Partners and Antony George

Wednesday 14th October 11:00AM

DA to AR: When More Support Creates More Freedom

With Corbel Partners and Antony George

Wednesday 25th November 11:00AM

Watch Now...

Beyond the Mortgage: Vulnerability, Protection and the Visual Client Journey

With FE fundinfo

Before You Jump: The Self-Employed (RI's) Guide to Moving Firm Without Regret

With Corbel Partners and Antony George

Navigating the New World Disorder

With Tatton Investment Management

Are Risk Profiles Still Fit for Modern Financial Planning? From Risk Profiles to Real Outcomes

With Aspen

New Tax Rules, New Opportunities: Smarter Planning with Bonds and Trusts

With LV

Working With Volatility, Not Against It: How to Help Investors Reach Their Goals in a Crisis

With Morningstar Wealth

The Nexus Blueprint: Building Your Integrated Advice Practice

With FE fundinfo

How leading advice firms are building scalable, efficient businesses

With intelliflo

Performance Made Practical: Driving Outcomes Through Scalable Tech

With Timeline

Bonds That Aren't Boring… and other MPS portfolio construction learnings from Institutional investors

With isio

Avoiding Common Pitfalls When Implementing AI in Your Advice Firm

With Advisory AI

Investment Solutions For Shorter Time Horizons

With Aspen

The Evolution of AI in Financial Planning

With Saturn

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

With BareRock

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

With Timeline

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.

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?

With Albion

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

With Aspen

Succession Planning - Maximising the Value of Your Business

With Tatton Investment Management

Understanding the Dynamics of Couples and Money

With The Money Coaching Institute

Reimagining Professional Indemnity Insurance: From Necessity to Strategic Asset

With BareRock

How AI is Elevating Transparency and De-Risking Financial Advice

With Saturn

Planning with Purpose: How Advisers Build Client Confidence

With Timeline

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

With Aspen

Maximising the Great Wealth Transfer Opportunity

With Tatton Investment management

Fixing the Fragmented Tech Stack

With FE fundinfo

An Introduction to Pilot

With Pilot Financial Systems

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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