CPD & Networking Event
To book your complimentary place at this unmissable event, please click the link below:
Essential Skills and Networking for Financial Planners
An overview of the day’s agenda
Ian Wilkinson, CEO Perspective Financial Group - Company journey and growth in business
Nick Thomas – Building confidence and the power of questions
Branko Bjelobaba – Threats facing the industry
Peter Komolafe - Conversations of Money; using social media to reach potential clients
There is a networking area available throughout the conference for members to engage with each other. Break out sessions will also be held throughout the day to discuss matters relevant to each profession.
We look forward to seeing you!
Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Shropshire and Mid Wales, which is acting as the host institute for this event.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.