Forthcoming events
All forthcoming events
CPD Webinar - Men - It's OK to talk
Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those that would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking.
View event detailsPFS Teams Session - Factor Investing and its role in retail investment portfolios
Thanks to Sam and Andy for this online session for our PFS members.
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Exeter Summer Roadshow
Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
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CII & PFS-Interactive Training-You need to learn CPR
Thanks to Mark Hawkins from the British Heart Foundation, our chosen charity this year, for this in person interactive CPD session for all our CII members at The Exminster Room, Exeter Court Hotel. Sessions start at 10.30am. Timings of the sessions depend on numbers who book.
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