The selection we have is very varied and also includes events aimed specifically for members working in financial services as well as soft skills events suitable for all audiences. Please note that it is important to ensure your programme is relevant, varied and includes events that focus on the education needs of all your members, including those that work within financial services.
Available events include:
- FCA – key changes from FSA?
- FS legal update
- How to ensure clients turn into profitable financial planning clients, not 'transactional' customers
- Raising our game – practical estate planning
- s independent advice a privilege that only the high net worth client can afford?
- Top tips and strategies for marketing your financial advisory business
- Winning brilliant referrals
- Study skills and exam techniques.
If you are interested in an event please contact Andrew at andrew.hartley@cii.co.uk.