Events
Forthcoming events

CPD Webinar: ESG – Emerging Risks
This session is tailored to help employees better understand the fundamentals of ESG. Environmental, Social & Governance (ESG) regulation is on the rise globally with many new requirements for companies to report on how they are managing ESG risks.
Tue 14 Oct 12:00 pm – 1:00 pm
Kerris Earle, Zing 365

RO1 (Financial services, regulation and ethics) Pre Exam Training, Tues 4th November 2025
Through its interactive and engaging instructor-led sessions, the RO1 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.
Tue 04 Nov 9:30 am – 4:30 pm
Online

RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th November 2025
Through its interactive and engaging instructor-led sessions, the RO2 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.
Wed 05 Nov 9:30 am – 4:30 pm
Online

RO3 (Personal Taxation) Pre Exam Training, Tuesday 11th November 2025
Through its interactive and engaging instructor-led sessions, the RO3 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.
Tue 11 Nov 9:30 am – 4:30 pm
Online

RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 12th November 2025
Through its interactive and engaging instructor-led sessions, the RO4 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.
Wed 12 Nov 9:30 am – 4:30 pm
Online
Previous events

CANCELLED -The Evolving Workplace in the 21st Century - North-East Regional Flagship Event
We are sorry to announce that this event has been cancelled. We apologize for any inconvenience this may cause. Thank you for your understanding.
Thu 09 Oct 9:00 am – 3:00 pm
Novotel Leeds

RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 1st October 2025
Through its interactive and engaging instructor-led sessions, the RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the October 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 01 Oct 9:30 am – 4:30 pm
Online

CPD Webinar: Autism & Neurodiversity in the Workplace
ANOTHER CHANCE TO ATTEND!!!!!
Following the popularity and technical difficulties at the last session we're hosting this session again.
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.
Mon 29 Sep 2:00 pm – 3:00 pm
Loren Snow, Diversity Trust
Parametric Insurance/New ways of underwriting in the 21st century
“Indemnity, or not Indemnity, that is the question.” An exploration of the growth and uses of parametric insurance products.
Thu 25 Sep 12:00 pm – 1:00 pm
Dr Alan Punter, BTech, MSc, PhD, MBA,

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

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