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...

What is brand? Maximising your personal value

With Tatton Investment Management

Friday 20th June at 10am

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

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

With Saturn AI


Friday 4th July at 10am

Register Here
Are You Missing IHT Opportunities?

Are You Missing IHT Opportunities?


With Way Trustees


Friday 11th July at 10am

Register Here

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Retirement Income: 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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