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October 2020
World Financial Planning Day
Financial Planning Standards Board Teams With Regulators Worldwide to Raise Awareness of Financial Planning worldfpday.org
Find out more »Six Stages of Financial Planning 1
This course run by the Financial Planning Training Academy takes place over six days which are spread out in October and follows the Financial Planning Standards Board (FPSB) six-stage process: Establish, Collect, Analyse, Develop, Implement and Review.
Find out more »Nucleus & NextGen Planners
Ruth Sturkey, Client Director, Paradigm Norton You have a great financial planning firm, but what’s next? Use your business as a force for good. Think of ground breaking firms like Patagonia, Innocent and Ella’s Kitchen; How can your business find purpose and have meaningful impact whilst engaging your clients and team members like never before? Learn from Ruth how your firm can become a BCorp and be at the forefront of the financial planning profession by using your business as…
Find out more »Six Stages of Financial Planning 2
This course run by the Financial Planning Training Academy takes place over six days which are spread out in October and follows the Financial Planning Standards Board (FPSB) six-stage process: Establish, Collect, Analyse, Develop, Implement and Review.
Find out more »Quiver 1 day: Coaching skills for financial planners – Live virtual workshop
This one-day intensive master class, will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ understanding and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships. Feedback for the virtual course: “As someone who has been in the industry a while, and who has attended numerous courses, this one day workshop really stood out -…
Find out more »Six Stages of Financial Planning 3
This course run by the Financial Planning Training Academy takes place over six days which are spread out in October and follows the Financial Planning Standards Board (FPSB) six-stage process: Establish, Collect, Analyse, Develop, Implement and Review.
Find out more »POWER Webinar: Technology, Where Do You Start with Client Relationship Management?
Client relationships are your lifeblood and the system you use to manage them is vital to your success. Getting it wrong risks erosion of trust and good will amongst both your team and clients. You have to get it right first time and no one size fits all. In this POWER Webinar, experts David Edwards, Founder of Esperto Business Solutions and Sarah Challenor, Director of Adviser Outsourcing walk you through the process from initial IT strategy to seamless roll out.…
Find out more »Nucleus & NextGen Planners
Ewan Rosie, Chief Operating Officer, Cooper Parry Wealth Disrupting development: shaping the next generation of planners Stand out from the crowd not only for the next generation of your team but for the next generation of clients. As a thirty something COO of one of the leading financial planning firms in the country, Ewan will discuss his personal journey through financial planning, the factors that got him where he is today and how to not only attract young talent but keep…
Find out more »Six Stages of Financial Planning 4
This course run by the Financial Planning Training Academy takes place over six days which are spread out in October and follows the Financial Planning Standards Board (FPSB) six-stage process: Establish, Collect, Analyse, Develop, Implement and Review.
Find out more »Six Stages of Financial Planning 5
This course run by the Financial Planning Training Academy takes place over six days which are spread out in October and follows the Financial Planning Standards Board (FPSB) six-stage process: Establish, Collect, Analyse, Develop, Implement and Review.
Find out more »Six Stages of Financial Planning 6
This course run by the Financial Planning Training Academy takes place over six days which are spread out in October and follows the Financial Planning Standards Board (FPSB) six-stage process: Establish, Collect, Analyse, Develop, Implement and Review.
Find out more »POWER Webinar: Are you Building a Business or Creating Lifestyle?
Runs from 3.45pm – 4.45pm Register for this webinar on BrightTalk Are you really building a business? Or are you creating a lifestyle for you and your family? Sometimes this feels like the million-dollar question. There’s no right or wrong answer, but you absolutely must know which one you’re trying to create. Failing to decide feels like standing on a cracked iceberg, with your feet slowly moving in different directions. At some point, you’re going to have to choose which…
Find out more »POWER Webinar: Technology, Getting the Basics Right
40 minutes presentation, 20 minutes Q&A. Register on BrightTalk. Alasdair Walker, Managing Director of Handford, Aitkenhead and Walker Ltd takes us through what he calls, “The boring tech that get’s us through they day and makes all the interesting stuff work.” Learning points How not to lose your money – cyber security.How no to lose your data – data security.How not to lose your clients – communications technology.
Find out more »November 2020
POWER Webinar: Change your Questions, Change your Life
Register for this webinar on BrightTalk. Asking questions and listening to clients’ stories is big part of being a Financial Planner. But excelling in this endeavour requires a unique set of skills led by a mixture of intellectual curiosity, compassion, empathy and wonder. In this POWER webinar, Amyr Rocha Lima shares a questioning framework that gets to the heart of your clients instead of their heads. After all, knowing how to ask good, open-ended questions will encourage clients to open…
Find out more »The Worthstone Impact Investment Academy 2020 (Virtual)
The Impact Tide is Turning As Worthstone monitors the progress of the sustainable and impact investment market there is more evidence than ever to suggest that interest is turning into action. 2020, although a challenging year, has given rise to a global shift in attitude. As a result, building a sustainable and impact investment offering into their firm’s proposition is becoming an imperative that advisers and planners cannot ignore. Keynote speaker: Richard Curtis, Filmmaker and UN advocate Richard’s credits include…
Find out more »Quiver 1 day: Coaching skills for financial planners – Live virtual workshop
This one-day intensive master class, will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ understanding and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships. Feedback for the virtual course: “As someone who has been in the industry a while, and who has attended numerous courses, this one day workshop really stood out -…
Find out more »Humans Under Management (Virtual)
Humans are bad decision makers. Making bad decisions around money and financial planning has a profound impact now and in years to come. If we can alter the financial direction of millions of families, just think of the good we can do. We need to ensure we don’t promote any practices that are financially self-destructive. There’s no such thing as money troubles, there’s only humans with money troubles. We have a choice – to promote activities that ensure clients behave…
Find out more »December 2020
Looking After Your Team Through COVID and Beyond
Anthony Villis, Managing Partner, First Wealth and Damien Rylett, CEO, Brunel Capital Partners talk about the importance of making sure their teams are well and energised to deal with their own and client needs.
Find out more »January 2021
Financial Planning and the Value of Advice
David Jones, Head of Dimensional’s UK and Ireland Advisor Group will be discussing why there has never been a more important time to be a financial adviser and what, specifically, advisers can do to build strong client relationships and successful businesses focussing on the value of advice.
Find out more »Why Financial Planning is Good for Your Business
If you are running a Financial Planning business model, the opportunities have never been better.
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