Events

Upcoming events and training

Member of the CPD Certification Service

28 January 2022
Event
I f you sign up before 5pm on 27 January, you will be eligible for a one off 90% discount! Changing Times (U)HNWs’ private clients’ needs are changing. Research shows...
10 February 2022
Event
The trend towards impact/ESG investment is placing suitability issues at the heart of advisor/client conversations. This means moving beyond current discussions with clients about their investment objectives, their financial circumstances...
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