We provide financial adviser training at local roadshows, tradeshows and conferences. We also run online webinars and have a comprehensive range of support materials to complement your studies and help support your continuing professional development.
Training and education events
Our training events are available to all advisers, but places are limited for our face-to-face events and are on a first come, first served basis as a result.
If you’d like to request training that isn’t listed in our calendar below, please let us know and we’ll consider your request.
2017
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| The Right Mortgage and Protection network | New member training, Solihull | 10/01/2017 | A days training encompassing sales processes, compliance and commission system training | Open to all advisers actively recommending protection solutions |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Intrinsic | Masterclasses, Bristol | 21/02/2017 | Inheritance and Trust | Financial advisers |
| Bankhall | Professional Developments, Chepstow | 21/02/2017 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| Intrinsic | Masterclasses, Warrington | 22/02/2017 | Inheritance and Trust | Financial advisers |
| Bankhall | Professional Developments, Chepstow | 22/02/2017 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| Paradigm Protect | Paradigm Specialist Protection Training, Newton Le Willows | 23/02/2017 | Protecting retirement income and subsequent legacy, and the financial impact of life changing events | Open to all advisers actively engaged in protection |
| Bankhall | Professional Developments, Kegworth | 23/02/2017 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| Bankhall | Professional Developments, Durham | 28/02/17 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Bankhall | Professional Developments, Wakefield | 01/03/17 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| PMS | Mortgage Extra Live, Birmingham | 02/03/17 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| Bankhall | Professional Developments, Knutsford | 02/03/17 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| PMS / Sesame | Mortgage Extra Live, Chepstow | 07/3/2017 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| Intrinsic | Masterclasses, London | 07/03/2017 | Inheritance and Trust | Financial advisers |
| PMS / Sesame | Mortgage Extra Live, Botley | 08/03/2017 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| Intrinsic | Masterclasses, Solihull | 08/03/2017 | Inheritance and Trust | Financial advisers |
| Bankhall | Professional Developments, Cambridge | 08/03/2017 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| Aegon | Live Budget webinar | 09/03/17 | Live Budget webinar – In partnership with Cofunds, you can listen to experts from Technical Connection give a brief roundup of the 2017 Spring Budget. Register here now. | Financial advisers |
| Bankhall | Professional Developments, Allesley | 09/03/17 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| Paradigm Protect | Paradigm Specialist Protection Training, Chilworth | 09/03/17 | Protecting retirement income and subsequent legacy, and the financial impact of life changing events | Open to all advisers actively engaged in protection |
| Bankhall | Professional Developments, Felbridge | 14/03/17 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| 2Plan | Protection Masterclass, Bristol | 15/03/17 | The big advice opportunity - Continuity planning | Financial advisers |
| Aegon | Webinar | 15/03/17 | The big advice opportunity – Continuity planning part 1 - Register now | Financial advisers |
| Bankhall | Professional Developments, Watford | 15/03/17 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| 2Plan | Protection Masterclass, Leeds | 16/03/17 | The big advice opportunity - Continuity planning | Financial advisers |
| Bankhall | Professional Developments, Farnham | 16/03/17 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| Bankhall | Professional Developments, Belfast | 21/03/17 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| 2Plan | Protection Masterclass, Edinburgh | 22/03/17 | The big advice opportunity - Continuity planning | Financial advisers |
| Bankhall | Professional Developments, Bellshill | 23/03/17 | Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market | Financial advisers |
| The Right Mortgage Network | Protection Workshop, Newbury | 23/03/17 | A days training in the latest protection client solutions including sourcing and propositional developments | Open to all advisers actively engaged in protection |
| 2Plan | Protection Masterclass, London | 28/03/17 | The big advice opportunity - Continuity planning | Financial advisers |
| Paradigm Protect | Paradigm Specialist Protection Training, Cobham | 28/03/17 | Protecting retirement income and subsequent legacy, and the financial impact of life changing events | Open to all advisers actively engaged in protection |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Paradigm Protect | Paradigm Specialist Protection Training, Cardiff | 05/04/17 | Protecting retirement income and subsequent legacy, and the financial impact of life changing events | Open to all advisers actively engaged in protection |
| Aegon | Webinar | 25/04/17 | The big advice opportunity - Continuity planning part 2 Register now | Financial advisers |
| 2Plan | Professional Developments, Edinburgh | 25/04/17 | Aegon proposition to 2Plan advisers | Financial advisers |
| 2Plan | Professional Developments, Leeds | 27/04/17 | Aegon proposition to 2Plan advisers | Financial advisers |
| 2Plan | Professional Developments, Manchester | 28/04/17 | Aegon proposition to 2Plan advisers | Financial advisers |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| 2Plan | Professional Developments, Birmingham | 03/05/17 | Aegon proposition to 2Plan advisers | Financial advisers |
| 2Plan | Professional Developments, Bristol | 04/05/17 | Aegon proposition to 2Plan advisers | Financial advisers |
| 2Plan | Professional Developments, Chesterfield | 05/05/17 | Aegon proposition to 2Plan advisers | Financial advisers |
| Intrinsic | Masterclass, Warrington | 08/05/17 | DC to DB transfers | Financial advisers |
| Intrinsic | Masterclass, Leeds | 09/05/17 | DC to DB transfers | Financial advisers |
| 2Plan | Professional Developments, ETC venues, Eastcheap | 10/05/17 | Aegon proposition to 2Plan advisers | Financial advisers |
| Intrinsic | Masterclass, Leicester | 10/05/17 | DC to DB transfers | Financial advisers |
| 2Plan | Professional Developments, Fareham | 11/05/17 | Aegon proposition to 2Plan advisers | Financial advisers |
| Intrinsic | Masterclass, Cambridge | 15/05/17 | DC to DB transfers | Financial advisers |
| 2Plan | Professional Developments, Newmarket | 16/05/17 | Aegon proposition to 2Plan advisers | Financial advisers |
| Intrinsic | Masterclass, Bristol | 16/05/17 | DC to DB transfers | Financial advisers |
| Intrinsic | Masterclass, Airth | 17/05/17 | DC to DB transfers | Financial advisers |
| Intrinsic | Masterclass, London | 18/05/17 | DC to DB transfers | Financial advisers |
| Aegon | Webinar | 23/05/17 | The big advice opportunity webinar – succession planning - Register now | Financial advisers |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Intrinsic Financial Services Limited | Protection Roadshow, Coventry | 06/06/17 | Understanding claims | Financial advisers |
| Tenet | Professional development meeting, Sheffield | 06/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, London | 07/06/17 | Understanding claims | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, Bristol | 08/06/17 | Understanding claims | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, Colchester FC | 08/06/17 | Understanding claims | Financial advisers |
| Tenet | Professional development meeting, Belfast | 08/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, East Grinstead | 09/06/17 | Understanding claims | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, Templepatrick | 09/06/17 | Understanding claims | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, Harrogate | 12/06/17 | Understanding claims | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, Exeter | 12/06/17 | Understanding claims | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, Knutsford | 13/06/17 | Understanding claims | Financial advisers |
| Tenet | Professional development meeting, Cumbernauld | 13/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, Airth Castle | 14/06/17 | Understanding claims | Financial advisers |
| Intrinsic Financial Services Limited | Protection Roadshow, Southampton FC | 14/06/17 | Understanding claims | Financial advisers |
| In Partnership | Investments & Pensions, Lingfield | 14/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Tenet | Professional development meeting, Leeds | 15/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| In Partnership | Investments & Pensions, Belfast | 15/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| SIFA | SIFA iConference | 15-16/06/17 | To access the on-line booking form on SIFA’s website | Financial advisers |
| In Partnership | Investments & Pensions, Scotland | 20/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Tenet | Professional development meeting, Manchester | 20/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Tenet | Professional development meeting, Gloucester | 21/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Tenet | Professional development meeting, Southampton | 22/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Sense | Webinar | 27/06/17 | Platform Due Diligence Register | Financial advisers |
| Tenet | Professional development meeting, Reading | 27/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| In Partnership | Investments & Pensions, Huddersfield | 28/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Tenet | Professional development meeting, London Wembley | 28/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| In Partnership | Investments & Pensions, Peterborough | 29/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| In Partnership | Investments & Pensions, Winchester | 29/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Tenet | Professional development meeting, Nottingham | 29/06/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Personal Finance Society | Regional Conferences, Kent, Read more about this on the PFS website | 04/07/17 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| In Partnership | Investments & Pensions, Wales | 05/07/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Personal Finance Society | Regional Conferences, Surrey, Read more about this on the PFS website | 05/07/17 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Personal Finance Society | Regional Conferences, Sussex, Read more about this on the PFS website | 06/07/17 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| In Partnership | Investments & Pensions, London | 06/07/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Sense | Keynote workshops, Knutsford | 11/07/17 | Pension Accumulation Keynote Register | Financial advisers |
| Tenet | Professional development meeting, Exeter | 11/07/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Personal Finance Society | Regional Conferences, East Midlands, Read more about this on the PFS website | 11/07/17 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Personal Finance Society | Regional Conferences, Birmingham, Read more about this on the PFS website | 12/07/17 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Tenet | Professional development meeting, Glamorgan | 12/07/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Sense | Keynote workshops, London | 13/07/17 | Pension Accumulation Keynote Register | Financial advisers |
| Tenet | Professional development meeting, Birmingham | 13/07/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Personal Finance Society | Regional Conferences, Staffs and Shrops, Read more about this on the PFS website | 13/07/17 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services Limited | Masterclasses, Leeds | 17/07/17 | Inheritance and Trust | Financial advisers |
| Sense | Keynote workshops, Leeds | 18/07/17 | Pension Accumulation Keynote Register | Financial advisers |
| Intrinsic Financial Services Limited | Masterclasses, Cumbernauld | 18/07/17 | Inheritance and Trust | Financial advisers |
| Tenet | Professional development meeting, Maidstone | 18/07/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Personal Finance Society | Regional Conferences, Herts and Middlesex, Read more about this on the PFS website | 18/07/17 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Sense | Keynote workshops, Kettering | 19/07/17 | Pension Accumulation Keynote Register | Financial advisers |
| Tenet | Professional development meeting, London Central | 19/07/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Personal Finance Society | Regional Conferences, Thames Valley, Read more about this on the PFS website | 19/07/17 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Sense | Keynote workshops, Fareham | 20/07/17 | Pension Accumulation Keynote Register | Financial advisers |
| Personal Finance Society | Regional Conferences, London, Read more about this on the PFS website | 20/07/17 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services Limited | Masterclasses, Swindon | 20/07/17 | Inheritance and Trust | Financial advisers |
| Tenet | Professional development meeting, Bishops Stortford | 20/07/17 | The Key Regulatory themes of 2017 and advice implications | Financial advisers |
| Intrinsic Financial Services Limited | Summer Sizzler, Tortworth | 24/07/17 | Circle of trust | Financial advisers |
| Intrinsic Financial Services Limited | Masterclasses, London | 25/07/17 | Inheritance and Trust | Financial advisers |
| Intrinsic Financial Services Limited | Summer Sizzler, Winchester | 26/07/17 | Circle of trust | Financial advisers |
| Intrinsic Financial Services Limited | Summer Sizzler, Templepatrick | 27/07/17 | Circle of trust | Financial advisers |
| Intrinsic Financial Services Limited | Summer Sizzler, London | 31/07/17 | Circle of trust | Financial advisers |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Intrinsic Financial Services Limited | Summer Sizzler, Hinckley | 02/08/2017 | Circle of trust | Financial advisers |
| Intrinsic Financial Services Limited | Summer Sizzler, Stretton | 03/08/2017 | Circle of trust | Financial advisers |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Intrinsic Financial Services | Roadshow, Templepatrick | 04/09/2017 | DB transfer – “Should I stay or should I go now…” | Financial advisers |
| Personal Finance Society | Regional Conferences, Manchester, Read more about this on the PFS website | 04/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services | Roadshow, Coventry | 05/09/2017 | DB transfer – “Should I stay or should I go now…” | Financial advisers |
| Personal Finance Society | Regional Conferences, Yorkshire, Read more about this on the PFS website | 05/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services | Roadshow, London | 06/09/2017 | DB transfer – “Should I stay or should I go now…” | Financial advisers |
| Personal Finance Society | Regional Conferences, Haydock, Read more about this on the PFS website | 06/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services | Roadshow, Airth | 07/09/2017 | DB transfer – “Should I stay or should I go now…” | Financial advisers |
| Personal Finance Society | Regional Conferences, South Wales, Read more about this on the PFS website | 07/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services | Roadshow, Exeter | 08/09/2017 | DB transfer – “Should I stay or should I go now…” | Financial advisers |
| Personal Finance Society | Regional Conferences, Bristol and Cheltenham, Read more about this on the PFS website | 08/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| SJP | Protection Workshops, London | 11/09/2017 | Relevant Life and Exec IP | Financial advisers |
| Intrinsic Financial Services | Roadshow, Colchester | 11/09/2017 | DB transfer – “Should I stay or should I go now…” | Financial advisers |
| SJP | Protection Workshops, Midlands | 12/09/2017 | Relevant Life and Exec IP | Financial advisers |
| Intrinsic Financial Services | Roadshow, Knutsford | 12/09/2017 | DB transfer – “Should I stay or should I go now…” | Financial advisers |
| Personal Finance Society | Regional Conferences, North Scotland, Read more about this on the PFS website | 12/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| 2Plan | Protection masterclasses, Edinburgh | 12/09/2017 | The big advice opportunity - Continuity planning | Financial advisers |
| SJP | Protection Workshops, Manchester | 13/09/2017 | Relevant Life and Exec IP | Financial advisers |
| Personal Finance Society | Regional Conferences, Central Scotland, Read more about this on the PFS website | 13/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| SJP | Protection Workshops, Newcastle | 14/09/2017 | Relevant Life and Exec IP | Financial advisers |
| Personal Finance Society | Regional Conferences, Tyne Tees, Read more about this on the PFS website | 14/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| 2Plan | Protection masterclasses, Leeds | 14/09/2017 | The big advice opportunity - Continuity planning | Financial advisers |
| Personal Finance Society | Regional Conferences, London 2, Read more about this on the PFS website | 18/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| 2Plan | Protection masterclasses, Southampton | 19/09/2017 | The big advice opportunity - Continuity planning | Financial advisers |
| Personal Finance Society | Regional Conferences, Stamford 2, Read more about this on the PFS website | 19/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| SJP | Protection Workshops, Belfast | 19/09/2017 | Relevant Life and Exec IP | Financial advisers |
| Personal Finance Society | Regional Conferences, Norfolk, Read more about this on the PFS website | 20/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| 2Plan | Protection masterclasses, London | 20/09/2017 | The big advice opportunity - Continuity planning | Financial advisers |
| Personal Finance Society | Regional Conferences, Essex, Read more about this on the PFS website | 21/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Personal Finance Society | Regional Conferences, Plymouth & Cornwall, Read more about this on the PFS website | 25/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Personal Finance Society | Regional Conferences, Exeter and North Devon, Read more about this on the PFS website | 26/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Personal Finance Society | Regional Conferences, Hants and Dorset, Read more about this on the PFS website | 27/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Personal Finance Society | Regional Conferences, NI, Read more about this on the PFS website | 28/09/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Paradigm Protect | Mortgage and Protection, Norwich | 28/09/2017 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Personal Finance Society | Regional Conferences, Isle of Man, Read more about this on the PFS website | 03/10/2017 | The evolution of platforms – and how this creates opportunity for advisers | Financial advisers |
| Sesame Bankhall Group | Mortgage Extra Live, Wetherby | 03/10/2017 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| Sesame Bankhall Group | Mortgage Extra Live, Dunblane | 05/10/2017 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| In Partnership | Protection Development Event, Belfast | 10/10/2017 | Circle of Trust (Protection) | Financial advisers |
| Homeloan Partnership | Autumn development conferences, Knutsford | 11/10/2017 | A training and development day supported by key lenders and providers from the financial services market | Open to principals and advisers actively recommending protection solutions |
| Sesame Bankhall Group | Mortgage Extra Live, Exeter | 11/10/2017 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| In Partnership | Protection Development Event, Lingfield | 11/10/2017 | Circle of Trust (Protection) | Financial advisers |
| Homeloan Partnership | Autumn development conferences, Bristol | 12/10/2017 | A training and development day supported by key lenders and providers from the financial services market | Open to principals and advisers actively recommending protection solutions |
| In Partnership | Protection Development Event, Winchester | 12/10/2017 | Circle of Trust (Protection) | Financial advisers |
| Homeloan Partnership | Autumn development conferences, Milton Keynes | 18/10/2017 | A training and development day supported by key lenders and providers from the financial services market | Open to principals and advisers actively recommending protection solutions |
| Homeloan Partnership | Autumn development conferences, Crawley | 19/10/2017 | A training and development day supported by key lenders and providers from the financial services market | Open to principals and advisers actively recommending protection solutions |
| In Partnership | Protection Development Event, London | 19/10/2017 | Circle of Trust (Protection) | Financial advisers |
| In Partnership | Protection Development Event, Wales | 31/10/2017 | Circle of Trust (Protection) | Financial advisers |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Bankhall | Professional development, Kennford | 01/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Bankhall | Professional development, Chepstow | 02/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| In Partnership | Protection Development Event, Peterborough | 02/11/2017 | Circle of Trust (Protection) | Financial advisers |
| Bankhall | Professional development, Kegworth | 03/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services | Masterclasses, Southampton | 06/11/2017 | Lifetime allowance emergency pension tax relief | Financial advisers |
| Intrinsic Financial Services | Masterclasses, Exeter | 07/11/2017 | Lifetime allowance emergency pension tax relief | Financial advisers |
| Bankhall | Professional development, Felbridge | 07/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services | Masterclasses, Bristol | 08/11/2017 | Lifetime allowance emergency pension tax relief | Financial advisers |
| Bankhall | Professional development, Chineham | 08/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services | Masterclasses, Scotland | 09/11/2017 | Lifetime allowance emergency pension tax relief | Financial advisers |
| Paradigm Protect | Mortgage and Protection, Colchester | 09/11/2017 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| Bankhall | Professional development, Watford | 09/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services | Masterclasses, Leeds | 13/11/2017 | Lifetime allowance emergency pension tax relief | Financial advisers |
| Intrinsic Financial Services | Masterclasses, Warrington | 14/11/2017 | Lifetime allowance emergency pension tax relief | Financial advisers |
| Bankhall | Professional development, Belfast | 14/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Intrinsic Financial Services | Masterclasses, Solihull | 15/11/2017 | Lifetime allowance emergency pension tax relief | Financial advisers |
| The Right Mortgage and Protection Network | National Training Event, Birmingham | 15/11/2017 | A days training encompassing sales processes, compliance and commission systems training | Open to all advisers actively recommending protection solutions |
| Intrinsic Financial Services | Masterclasses, London | 16/11/2017 | Lifetime allowance emergency pension tax relief | Financial advisers |
| Bankhall | Professional development, Bellshill | 16/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Paradigm Protect | Mortgage and Protection, Solihull | 22/11/2017 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| Bankhall | Professional development, Durham | 28/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Paradigm Protect | Mortgage and Protection, Durham | 29/11/2017 | Providers will be presenting their USPs and discussing key areas to help you do more business with them in 2017 | Open to all advisers actively engaged in protection |
| Bankhall | Professional development, Barnsley | 29/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Bankhall | Professional development, Warrington | 30/11/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Organiser | Event | Date | Subject matter | Audience |
|---|---|---|---|---|
| Bankhall | Professional development, London | 05/12/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Bankhall | Professional development, Cambridge | 06/12/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |
| Bankhall | Professional development, Allesley | 07/12/2017 | The evolution of platforms - and how this creates opportunity for advisers | Financial advisers |