Welcome to the financial adviser training programme

For financial advisers only

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We provide financial adviser training at local roadshows, tradeshows and conferences.  We also run online webinars and have a comprehensive range of support materials to complement your studies and help support your continuing professional development.

Training and education events

Our training events are available to all advisers, but places are limited for our face-to-face events and are on a first come, first served basis as a result.

If you’d like to request training that isn’t listed in our calendar below, please let us know and we’ll consider your request.

2018

September events
Organiser Event Date Subject matter Audience
Paradigm Protect Mortgage and Protection, Kennford 18/09/2018 Providers will be presenting their USP's, focussing on key areas helping you offer even better solutions for clients. Financial advisers
Lighthouse Best Practice Events, Reading 20/09/2018 Evolution of Platforms Financial advisers
Paradigm Protect Mortgage and Protection, Haydock 27/09/2018 Providers will be presenting their USP's, focussing on key areas helping you offer even better solutions for clients. Financial advisers
August events
Organiser Event Date Subject matter Audience
Currently no events
July events
Organiser Event Date Subject matter Audience
Homeloan Partnership Protection Workshops, Leeds 03/07/2018 A training and development day supported by key lenders and providers from the Financial services Financial advisers
SimplyBiz Roadshow, Southampton 03/07/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Tenet Cycle Two Professional Development Meetings, Belfast 03/07/2018 The Key Regulatory themes and advice implications Financial advisers
Homeloan Partnership Protection Workshops, Knutsford 04/07/2018 A training and development day supported by key lenders and providers from the Financial services Financial advisers
SimplyBiz Roadshow, Gatwick 04/07/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Homeloan Partnership Protection Workshops, Bradley Stoke 05/07/2018 A training and development day supported by key lenders and providers from the Financial services Financial advisers
Homeloan Partnership Protection Workshops, Solihull 10/07/2018 A training and development day supported by key lenders and providers from the Financial services Financial advisers
Tenet Cycle Two Professional Development Meetings, Maidstone 10/07/2018 The Key Regulatory themes and advice implications Financial advisers
Homeloan Partnership Protection Workshops, Waltham Abbey 11/07/2018 A training and development day supported by key lenders and providers from the Financial services Financial advisers
Tenet Cycle Two Professional Development Meetings, London 11/07/2018 The Key Regulatory themes and advice implications Financial advisers
Homeloan Partnership Protection Workshops, Crawley 12/07/2018 A training and development day supported by key lenders and providers from the Financial services Financial advisers
SimplyBiz Roadshow, North London 12/07/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
June events
Organiser Event Date Subject matter Audience
Intrinsic Summer Sizzlers, London 04/06/2018 The support the Aegon health assured benefit can give to policy holders Financial advisers
Tenet Cycle Two Professional Development Meetings, Cumbernauld 05/06/2018 The Key Regulatory themes and advice implications Financial advisers
SimplyBiz Roadshow, Airth 05/06/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Tenet Cycle Two Professional Development Meetings, Durham 06/06/2018 The Key Regulatory themes and advice implications Financial advisers
SimplyBiz Roadshow, Durham 06/06/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Intrinsic Summer Sizzlers, Nottingham 06/06/2018 The support the Aegon health assured benefit can give to policy holders Financial advisers
Tenet Cycle Two Professional Development Meetings, Leeds 07/06/2018 The Key Regulatory themes and advice implications Financial advisers
Intrinsic Summer Sizzlers, Manchester 12/06/2018 The support the Aegon health assured benefit can give to policy holders Financial advisers
Tenet Cycle Two Professional Development Meetings, Exeter 12/06/2018 The Key Regulatory themes and advice implications Financial advisers
SimplyBiz Roadshow, Blackburn 12/06/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Intrinsic Summer Sizzlers, Bristol 13/06/2018 The support the Aegon health assured benefit can give to policy holders Financial advisers
SimplyBiz Roadshow, Wakefield 13/06/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
SimplyBiz Roadshow, Birmingham 14/06/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Tenet Cycle Two Professional Development Meetings, Birmingham 14/06/2018 The Key Regulatory themes and advice implications Financial advisers
SimplyBiz Roadshow, Cardiff 19/06/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Lighthouse Best Practice Events, Aberdeen 19/06/2018 Evolution of Platforms Financial advisers
Paradigm Protect Mortgage and Protection, Bristol 20/06/2018 Providers will be presenting their USP's, focussing on key areas helping you offer even better solutions for clients. Financial advisers
SimplyBiz Roadshow, Exeter 20/06/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Tenet Cycle Two Professional Development Meetings, Southampton 20/06/2018 The Key Regulatory themes and advice implications Financial advisers
Lighthouse Best Practice Events, Knutsford 21/06/2018 Evolution of Platforms Financial advisers
Tenet Cycle Two Professional Development Meetings, Bishops Stortford 21/06/2018 The Key Regulatory themes and advice implications Financial advisers
Lighthouse Best Practice Events, Bristol 25/06/2018 Evolution of Platforms Financial advisers
Tenet Cycle Two Professional Development Meetings, Sheffield 26/06/2018 The Key Regulatory themes and advice implications Financial advisers
SimplyBiz Roadshow, Leicester 26/06/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Lighthouse Best Practice Events, Ascot 26/06/2018 Evolution of Platforms Financial advisers
Paradigm Protect Mortgage and Protection, Reading 26/06/2018 Providers will be presenting their USP's, focussing on key areas helping you offer even better solutions for clients. Financial advisers
Lighthouse Best Practice Events, London 27/06/2018 Evolution of Platforms Financial advisers
Tenet Cycle Two Professional Development Meetings, Nottingham 27/06/2018 The Key Regulatory themes and advice implications Financial advisers
SimplyBiz Roadshow, Chester 28/06/2018 Building efficiencies in the advice process by utilising platforms and back office technology Financial advisers
Lighthouse Best Practice Events, Cambridge 28/06/2018 Evolution of Platforms Financial advisers
Tenet Cycle Two Professional Development Meetings, Reading 28/06/2018 The Key Regulatory themes and advice implications Financial advisers
May events
Organiser Event Date Subject matter Audience
In Partnership Professional development event, Dunblane 02/05/2018 Aegon Platform – getting started Financial advisers
In Partnership Professional development event, Belfast 03/05/2018 Aegon Platform – getting started Financial advisers
In Partnership Professional development event, Lingfield 08/05/2018 Aegon Platform – getting started Financial advisers
In Partnership Professional development event, Newport 10/05/2018 Aegon Platform – getting started Financial advisers
In Partnership Professional development event, Huddersfield 15/05/2018 Aegon Platform – getting started Financial advisers
In Partnership Professional development event, Peterborough 16/05/2018 Aegon Platform – getting started Financial advisers
Intrinsic At Retirement masterclass, Manchester 02/05/2018 Pension withdrawal emergency tax Financial advisers
Intrinsic At Retirement masterclass, Leeds 03/05/2018 Pension withdrawal emergency tax Financial advisers
Intrinsic At Retirement masterclass, Southampton 08/05/2018 Pension withdrawal emergency tax Financial advisers
Intrinsic At Retirement masterclass, Exeter 09/05/2018 Pension withdrawal emergency tax Financial advisers
Intrinsic At Retirement masterclass, Bristol 10/05/2018 Pension withdrawal emergency tax Financial advisers
Intrinsic At Retirement masterclass, Airth 11/05/2018 Pension withdrawal emergency tax Financial advisers
Paradigm Protect Mortgage and Protection, Kent 15/05/2018 Providers will be presenting their unique selling point's and discussing key areas to help you do more business with them in 2018 Financial advisers
Paradigm Protect Mortgage and Protection, Newbridge 22/05/2018 Providers will be presenting their unique selling point's and discussing key areas to help you do more business with them in 2018 Financial advisers
Tenet Cycle Two Professional Development Meetings, Manchester (Merseyside) 22/05/2018 The Key Regulatory themes and advice implications Financial advisers
Tenet Cycle Two Professional Development Meetings, Gloucester 23/05/2018 The Key Regulatory themes and advice implications Financial advisers
Tenet Cycle Two Professional Development Meetings, Glamorgan 24/05/2018 The Key Regulatory themes and advice implications Financial advisers
April events
Organiser Event Date Subject matter Audience
In Partnership Professional development event, Winchester 24/04/2018 Aegon Platform – getting started Financial advisers
In Partnership Professional development event, London 26/04/2018 Aegon Platform – getting started Financial advisers
Intrinsic At Retirement masterclass, Warwick 30/04/2018 Pension withdrawal emergency tax Financial advisers
Sesame Bankhall Group Mortgage Extra Live, Holywood 17/04/2018 Providers will be presenting their unique selling points and discussing key areas to help you do more business with them in 2018 Open to all advisers actively engaged in protection
Sesame Bankhall Group Mortgage Extra Live, London 25/04/2018 Providers will be presenting their unique selling points and discussing key areas to help you do more business with them in 2018 Open to all advisers actively engaged in protection
Adviser training programme for March 2018
Organiser Event Date Subject matter Audience
Sesame Bankhall Group. Mortgage Extra Live, Newport 08/03/2018 Providers will be presenting their unique selling points and discussing key areas to help you do more business with them in 2018 Open to all advisers actively engaged in protection
Sesame Bankhall Group. Mortgage Extra Live, West Yorkshire 15/03/2018 Providers will be presenting their unique selling points and discussing key areas to help you do more business with them in 2018 Open to all advisers actively engaged in protection
Sesame Bankhall Group. Mortgage Extra Live, Southampton 20/03/2018 Providers will be presenting their unique selling points and discussing key areas to help you do more business with them in 2018 Open to all advisers actively engaged in protection
Sesame Bankhall Group. Mortgage Extra Live, Exeter 21/03/2018 Providers will be presenting their unique selling points and discussing key areas to help you do more business with them in 2018 Open to all advisers actively engaged in protection
Sesame Bankhall Group. Mortgage Extra Live, Belfast 29/03/2018 Providers will be presenting their unique selling points and discussing key areas to help you do more business with them in 2018 Open to all advisers actively engaged in protection
2Plan Protection Workshops, Edinburgh 06/03/2018 State benefits and how they impact on income protection and critical illness cover business Open to all advisers actively engaged in protection
2Plan Protection Workshops, Leeds 07/03/2018 State benefits and how they impact on income protection and critical illness cover business Open to all advisers actively engaged in protection
2Plan Protection Workshops, Birmingham 08/03/2018 State benefits and how they impact on income protection and critical illness cover business Open to all advisers actively engaged in protection
2Plan Protection Workshops, Chesterfield 09/03/2018 State benefits and how they impact on income protection and critical illness cover business Open to all advisers actively engaged in protection
2Plan Protection Workshops, Newmarket 13/03/2018 State benefits and how they impact on income protection and critical illness cover business Open to all advisers actively engaged in protection
2Plan Protection Workshops, London 15/03/2018 State benefits and how they impact on income protection and critical illness cover business Open to all advisers actively engaged in protection
Adviser training programme for January 2018
Organiser Event Date Subject matter Audience
Intrinsic Protection roadshows, Felbridge 09/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshows, Southampton 09/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshow, Coventry 10/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshow, London 11/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshow, Exeter 12/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshow, NI 12/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshow, Harrogate 15/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshow, Glasgow 15/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshow, Manchester 16/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshow, Wotton-Under-Edge 17/01/2018 Safeguard your clients income Financial advisers
Intrinsic Protection roadshow, Leavenheath 17/01/2018 Safeguard your clients income Financial advisers