PROFESSIONAL & PERSONAL DEVELOPMENT

30th APRIL – 2nd JULY :

Learning and Development Events - Round 1

The LDEs are the cornerstone of our annual meetings programme and are built to cover a wide range of subjects , from regulation and policy change to pensions and retirement , developing technology and evolving client demographics . As a bonus , all presentations at this event will provide structured CPD .

BOOK YOUR PLACE NOW

WHAT ’ S ON THE AGENDA ?

The SimplyBiz Team and our specially selected partners will help you make sure that you ’ re on course and up to date with all the big issues and hot topics of the moment .

What can you expect when you book your place at your local Learning and Development Event ?

• Addressing client investment concerns emanating from the many challenges to the macro environment .

• The battle with emotions clients experience in difficult market conditions and a look at some of the strategies to help avoid timing mistakes .

• Using valuation to identify risk and opportunities .

• Exploring ideas and industry guidance to show how to review a client ’ s plan throughout retirement and into later life .

• A look at key areas you need to be aware of in light of changing investment markets , and client situations , fund positioning , return expectations and the reemergence of ‘ cash , plus how you can meet your consumer duty to evidence how your client has made an informed financial decision in our new workshop format .

All presentations at this event will also provide structured CPD .