Events
Forthcoming events
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.
Tue 16 Sep 10:30 am – 12:00 pm
Mark Hawkins, The British Heart Foundation
PFS Breakfast meeting-What do SOLLA advisers do that is so different?
Thanks to Carolyn Matravers for this breakfast session for our PFS members.
Arrive at the Kennford Room, Exeter Court Hotel at 8.30am for a bacon roll, tea or coffee.
Seminar starts at 9am.
Wed 01 Oct 8:30 am – 10:00 am
Carolyn Matravers, Bluebell Financial
Previous events
PFS Teams Session - Navigating a new era for investors under President Trump
Thanks to Sam and Andy for this online session for our PFS members.
Wed 25 Jun 9:30 am – 10:30 am
Samantha Kay, Hymans Robertson Investment Services
CPD Webinar - Introduction to Liability Insurance
This webinar introduces learners to the concept of liability and its place in the UK legal system.
Thu 19 Jun 12:30 pm – 1:30 pm
Jennifer Yeates, Zing365
CPD Webinar - Building rapport in the hybrid world
Good rapport is essential in both our business and personal lives.
But how do we build rapport when we lack real face to face interaction?
What are the challenges to building rapport in the virtual world, and how do we adjust to mitigate these challenges and to grasp the opportunities?
Fri 13 Jun 12:30 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
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.
Thu 05 Jun 8:30 am – 4:00 pm
Sandy Park Conference & Banqueting Centre
PFS Teams Session - Factor Investing and its role in retail investment portfolios
Thanks to Sam and Andy for this online session for our PFS members.
Wed 14 May 9:30 am – 10:30 am
Samantha Kay, Hymans Robertson Investment Services
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.
Thu 08 May 12:30 pm – 1:30 pm