Events
Forthcoming events

Invesco Investment Intelligence Seminar
Join Invesco for the next round of Investment Intelligence Seminars, as we continue to build upon your knowledge, providing topical content for you to share with your clients.
Tue 16 Sep 12:00 pm – 2:15 pm
Enhancing Your Personal Brand
Your brand has two dimensions – your self-definition (your own sense of who you are and what value you bring] and the compilation of the perceptions (based on all kinds of data) held about you by others. Brand management involves making sure your intentions and the reality of your brand to others are aligned
Wed 17 Sep 12:00 pm – 1:00 pm
Nick Thomas,

CPD Webinar: Autism & Neurodiversity in the Workplace
The webinar aims to increase awareness of autism and neurodiversity in the workplace, and allow attendees the opportunity to discuss workplace specific circumstances, develop strategies to support a neurodiverse workforce, and identify next steps for their organisation.
Wed 17 Sep 2:00 pm – 3:00 pm
Loren Snow, Diversity Trust

AF4 (Investment Planning) Pre Exam Training, 18th & 19th September 2025
Through its interactive and engaging instructor-led sessions, the two AF4 preparation days aims to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Thu 18 Sep – Fri 19 Sep

A Day at the Races
We are delighted to announce that in partnership with BIBA Yorkshire & Northern, we are holding "A Day at the Races" on Friday 19 September 2025 at the spectacular Royal Armouries, Leeds.
Fri 19 Sep 11:30 am – 5:00 pm
The Royal Armouries, New Dock Hall

JO5 (Pension Income Options) Pre Exam Training, Monday 22nd September 2025
Through its interactive and engaging instructor-led sessions, the JO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Mon 22 Sep 9:30 am – 4:30 pm
Online
Previous events

CPD Webinar: The Law of Tort - POSTPONED
We will explore the torts in civil law and look at how they may relate to
insurance and the cover that is provided to businesses & individuals.
This course is ideal for those wishing to learn more about private law and
how it is such an integral part of insurance
Wed 10 Sep 12:00 pm – 1:00 pm
Jennifer Yeates, Zing 365

AF7 (Pension Transfers) Pre Exam Training, Monday 8th September 2025
Through its interactive and engaging instructor-led sessions, the AF7 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Mon 08 Sep 9:30 am – 4:30 pm
Online
Golf Fixture Friday 5 September 2025
Our FINAL fixture of 2025.
Friday 5th September at Boldon Golf Club, first tee at 12:04
£35 per person.
Fri 05 Sep 12:00 pm – 4:00 pm
The Cyber Evolution: Defending the Dynamic Workplace
The digital transformation of the workplace has created unprecedented opportunities and equally unprecedented risks. As remote work becomes the norm and cloud technologies reshape how we operate, cybercriminals are exploiting new vulnerabilities faster than ever before.
Thu 04 Sep 12:00 pm – 1:00 pm
Rosehana Amin, Clyde & Co LLP

AF5 (Financial Planning Practice) Pre Exam Training, Thursday 4th September 2025
Through its interactive and engaging instructor-led sessions, the AF5 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the fact find that will be examined in the September 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Thu 04 Sep 9:30 am – 4:30 pm
Online

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Wed 3rd & Thursday 4th September
Through its interactive and engaging instructor-led sessions, the two AF1 preparation days aim to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 03 Sep – Thu 04 Sep