Events

Upcoming events and training

Member of the CPD Certification Service

Maximising ESG/impact investment client satisfaction - addressing suitability issues and FCA Consumer Duty Regulations - UKSIF Good Money Week
4 October 2022
Event
Join us for UKSIF's Good Money Week event on the 4 October 2022 at 2pm, to discuss the trends towards ESG/impact investment which are placing suitability issues at the heart...
TRANSFORMATIVE FUNDRAISING Bridging the gap between the fundraising and professional advice communities
12 October 2022
Event
Bridging the gap between the fundraising and professional advisory communities can add significant additional value to your fundraising efforts. Our highly interactive training session is designed to give you the...
CHANGING TIMES: Meet the Client Demand For Philanthropy and Social Investment Advice
13 October 2022
Event
This training course specially designed for professional advisors will allow you to further develop your skills and competencies, focusing on how you can deliver this new and important client service...
Maximising ESG/Impact investment client satisfaction - addressing suitability issues
26 October 2022
Event
The trend towards ESG/impact investment is placing suitability issues at the heart of professional advisor/client conversations as seen with the recent FCA Consumer Duty regulations. This means moving beyond current...

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