Welcome to the financial adviser training programme

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

Our training events aim to:

  • Boost your technical knowledge
  • Expand your personal development and
  • Sustain your business. 

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.

2016

Organiser Event Date Subject matter Audience
In Partnership Protection Roadshows, Lingfield 01/12/2016 Protection workshops Mortgage Advisers
Paradigm Protect Paradigm Specialist Protection Training, Kennford 01/12/2016 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2016. Furthermore, the sessions will include:
  • Protection opportunities for clients wishing to secure their retirement and subsequent legacy
  • A discussion on the financial impact of potentially life changing events during the wealth accumulation
Open to all advisers actively engaged in protection
Compliance First Professional Development Event, Edinburgh 07/12/2016 Secure retirement income Financial Advisers
Compliance First Professional Development Event, Durham 08/12/2016 Secure retirement income Financial Advisers
Compliance First Professional Development Event, Falkirk 13/12/2016 Secure retirement income Financial Advisers
Compliance First Professional Development Event, Aberdeen 14/12/2016 Secure retirement income Financial Advisers
Compliance First Professional Development Event, Glasgow 15/12/2016 Secure retirement income Financial Advisers
Organiser Event Date Subject matter Audience
In Partnership Protection Roadshows, Winchester 01/11/2016 Protection workshops Mortgage Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Bristol 01/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
In Partnership Protection Roadshows, London 02/11/2016 Protection workshops Mortgage Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Manchester 02/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Leeds 03/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
St James’s Place Protection Roadshow, Kensington 03/11/2016 Income Protection Financial Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Solihull 07/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
In Partnership Protection Roadshows, Celtic Manor 08/11/2016 Protection workshops Mortgage Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Airth 09/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
In Partnership Protection Roadshows, Stirling 10/11/2016 Protection workshops Mortgage Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Belfast 10/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
Paradigm Protect Paradigm Mortgage and Protection, Colchester 10/11/2016 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2016 Open to all advisers actively engaged in protection
The Right Mortgage and Protection Network New member training, Solihull 10/11/2016 A days training encompassing sales processes, compliance and commission systems training. Open to all advisers actively recommending protection solutions
Intrinsic Financial Services Advanced Retirement Masterclasses, Gatwick 11/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
St James’s Place Protection Roadshow, Warwick 14/11/2016 Income Protection Financial Advisers
In Partnership Protection Roadshows, Peterborough 17/11/2016 Protection workshops Mortgage Advisers
In Partnership Protection Roadshows, Huddersfield 22/11/2016 Protection workshops Mortgage Advisers
In Partnership Protection Roadshows, Belfast 30/11/2016 Protection workshops Mortgage Advisers
Organiser Event Date Subject matter Audience
Tenet Edinburgh 4/10/2016 Flexi-access drawdown Financial advisers
Homeloan Partnership Autumn development conferences, Manchester 5/10/2016 A training and development day supported by key lenders and providers from the Financial services market Open to principals and advisers actively recommending protection solutions
Tenet Durham 5/10/2016 Flexi-access drawdown Financial advisers
Tenet Leeds 6/10/2016 Flexi-access drawdown Financial advisers
Paradigm Protect Paradigm Specialist Protection Training Event, Cardiff 11/10/2016 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2016.
The sessions will include:
  • Protection opportunities for clients wishing to secure their retirement and subsequent legacy
  • A discussion on the financial impact of potentially life changing events during the wealth accumulation
Open to advisers actively engaged in protection
Homeloan Partnership Autumn development conferences, Bristol 11/10/2016 A training and development day supported by key lenders and providers from the Financial services market Open to principals and advisers actively recommending protection solutions
Tenet Exeter 11/10/2016 Flexi-access drawdown Financial advisers
Homeloan Partnership Autumn development conferences, Milton Keynes 12/10/2016 A training and development day supported by key lenders and providers from the Financial services market Open to principals and advisers actively recommending protection solutions
Tenet Glamorgan 12/10/2016 Flexi-access drawdown Financial advisers
Tenet Birmingham 13/10/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, Antrim 18/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Intrinsic Financial Services An introduction to Business Protection, Newton Abbott 18/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Southampton 18/10/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, Stirling 19/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Intrinsic Financial Services An introduction to Business Protection, Cardiff 19/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Gloucester 19/10/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, London 20/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Manchester 20/10/2016 Flexi-access drawdown Financial advisers
Homeloan Partnership Autumn development conferences, Crawley 25/10/2016 A training and development day supported by key lenders and providers from the Financial services market Open to principals and advisers actively recommending protection solutions
Intrinsic Financial Services Advanced Retirement Masterclasses, London 31/10/2016 Expression of Wish and Pension Death Benefits Financial Advisers
Organiser Event Date Subject matter Audience
Tenet Belfast 15/9/2016 Flexi-access drawdown Financial advisers
The Right Mortgage and Protection Network New member training. Old Bank House, Solihull 15/9/2016 A days training encompassing sales processes, compliance and commission systems training. Open to advisers actively recommending protection solutions
Intrinsic Financial Services An introduction to Business Protection, Colchester 19/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Intrinsic Financial Services An introduction to Business Protection, Manchester 19/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Intrinsic Financial Services An introduction to Business Protection, London 20/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Maidstone 20/9/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, Southampton 21/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Bishops Stortford 21/9/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, Solihull 22/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Sheffield 22/9/2016 Flexi-access drawdown Financial advisers
Tenet Reading 27/9/2016 Flexi-access drawdown Financial advisers
Tenet London 28/9/2016 Flexi-access drawdown Financial advisers
Tenet Nottingham 29/9/2016 Flexi-access drawdown Financial advisers
Organiser Event Date Subject matter Audience
Intrinsic Antrim 02/8/2016 The Aegon protection proposition Financial advisers
Intrinsic London 03/8/2016 The Aegon protection proposition Financial advisers
Organiser Event Date Subject matter Audience
Intrinsic Summer Sizzlers London 12/7/2016 Understanding the claims process Financial advisers
Paradigm Protect Chilworth 12/7/2016 Providers will be presenting their USP's and discussing key areas in Protection. The sessions will include:
  • Protection opportunities for clients wishing to secure their retirement and subsequent legacy
  • A discussion on the financial impact of potentially life changing events during the wealth accumulation
Open to all advisers actively engaged in protection.
Intrinsic Summer Sizzlers Stratford-upon-Avon 13/7/2016 Understanding the claims process Financial advisers
Paradigm Protect Cobham 13/7/2016 Providers will be presenting their USP's and discussing key areas in Protection. The sessions will include:
  • Protection opportunities for clients wishing to secure their retirement and subsequent legacy
  • A discussion on the financial impact of potentially life changing events during the wealth accumulation
Open to all advisers actively engaged in protection.
Intrinsic Summer Sizzlers Warrington 19/7/2016 Understanding the claims process Financial advisers
Sense Network July webinar 20/7/2016 The Platform Due Diligence July webinar Financial advisers
Organiser Event Date Subject matter Audience
The Right Mortgage and Protection Network New member training, Solihull 09/6/2016 Training encompassing sales processes, compliance and commission systems training Financial advisers
Aegon Safeguard your clients' and your income - Belfast 14/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Sense Network Limited Pensions and Retirement Options Keynote Workshop, Knutsford 14/6/2016 Pensions and Retirement Financial advisers
Aegon Safeguard your clients' and your income - Cardiff 15/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Sense Network Limited Pensions and Retirement Options Keynote Workshop, Leeds 15/6/2016 Pensions and Retirement Financial advisers
SIFA i-Conference Towcester 16/6/2016 Flexi Access Drawdown or Fear and Deprivation? Financial advisers
Aegon Safeguard your clients' and your income - Bristol 21/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Glasgow 21/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Norwich/Norfolk 21/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Sense Network Limited Pensions and Retirement Options Keynote Workshop, Fareham 21/6/2016 Pensions and Retirement Financial advisers
Aegon Safeguard your clients' and your income - Haydock 22/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Sense Network Limited Pensions and Retirement Options Keynote Workshop, Kettering 22/6/2016 Pensions and Retirement Financial advisers
Paradigm Protect Belfast 23/6/2016 Presenting the USP's and discussing key areas to help generate more business in 2016. Financial advisers actively engaging in protection
Aegon Safeguard your clients' and your income - Lytham, Aegon office 23/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - St Albans 23/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Leeds 28/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Guildford 29/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Nottingham/Derby 29/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - London, Aegon Office 30/6/2016 (A.M.) Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - London, Aegon Office 30/6/2016 (P.M.) Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Milton Keynes 30/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Organiser Event Date Subject matter Audience
Tenet Business Focus Event, Nantwich 05/5/2016 Pensions: The only constant is change Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, London 09/5/2016 Tapering Annual Allowance Financial advisers
Charles Derby Newcastle 10/5/2016 Platform Process Guidance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Warwick 10/5/2016 Tapering Annual Allowance Financial advisers
Paradigm Protect New member training, Hinckley 10/5/2016 Enhance your understanding and increase your business sales opportunities Financial advisers
Charles Derby Sheffield 11/5/2016 Platform Process Guidance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Manchester 11/5/2016 Tapering Annual Allowance Financial advisers
The Right Mortgage and Protection Network New member training, Solihull 11/5/2016 Training encompassing sales processes, compliance and commission systems training Financial advisers
Charles Derby Cheltenham 12/5/2016 Platform Process Guidance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Leeds 12/5/2016 Tapering Annual Allowance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Airth 16/5/2016 Tapering Annual Allowance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Belfast 17/5/2016 Tapering Annual Allowance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Gatwick 18/5/2016 Tapering Annual Allowance Financial advisers
Charles Derby London 19/5/2016 Platform Process Guidance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Bristol 19/5/2016 Tapering Annual Allowance Financial advisers