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.

2017

Organiser Event Date Subject matter Audience
The Right Mortgage and Protection network New member training, Solihull 10/01/2017 A days training encompassing sales processes, compliance and commission system training. Open to all advisers actively recommending protection solutions.
Organiser Event Date Subject matter Audience
Intrinsic Masterclasses, Bristol 21/02/2017 Inheritance and Trust Financial Advisers
Bankhall Professional Developments, Chepstow 21/02/2017 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Intrinsic Masterclasses, Warrington 22/02/2017 Inheritance and Trust Financial Advisers
Bankhall Professional Developments, Chepstow 22/02/2017 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Paradigm Protect Paradigm Specialist Protection Training, Newton Le Willows 23/02/2017 Protecting retirement income and subsequent legacy, and the financial impact of life changing events Open to all advisers actively engaged in protection
Bankhall Professional Developments, Kegworth 23/02/2017 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial advisers
Bankhall Professional Developments, Durham 28/02/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial advisers
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Organiser Event Date Subject matter Audience
Bankhall Professional Developments, Wakefield 01/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
PMS Mortgage Extra Live, Birmingham 02/03/17 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Bankhall Professional Developments, Knutsford 02/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
PMS / Sesame Mortgage Extra Live, Chepstow 07/3/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Intrinsic Masterclasses, London 07/03/2017 Inheritance and Trust Financial Advisers
PMS / Sesame Mortgage Extra Live, Botley 08/03/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Intrinsic Masterclasses, Solihull 08/03/2017 Inheritance and Trust Financial Advisers
Bankhall Professional Developments, Cambridge 08/03/2017 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Aegon Live Budget webinar 09/03/17 Live Budget webinar – In partnership with Cofunds, you can listen to experts from Technical Connection give a brief roundup of the 2017 Spring Budget. Register here now. Financial Advisers
Bankhall Professional Developments, Allesley 09/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Paradigm Protect Paradigm Specialist Protection Training, Chilworth 09/03/17 Protecting retirement income and subsequent legacy, and the financial impact of life changing events Open to all advisers actively engaged in protection
Bankhall Professional Developments, Felbridge 14/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
2Plan Protection Masterclass, Bristol 15/03/17 The big advice opportunity - Continuity planning Financial Advisers
Aegon Webinar 15/03/17 The big advice opportunity – Continuity planning part 1 - Register now Financial Advisers
Bankhall Professional Developments, Watford 15/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
2Plan Protection Masterclass, Leeds 16/03/17 The big advice opportunity - Continuity planning Financial Advisers
Bankhall Professional Developments, Farnham 16/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Bankhall Professional Developments, Belfast 21/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
2Plan Protection Masterclass, Edinburgh 22/03/17 The big advice opportunity - Continuity planning Financial Advisers
Bankhall Professional Developments, Bellshill 23/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
The Right Mortgage Network Protection Workshop, Newbury 23/03/17 A days training in the latest protection client solutions including sourcing and propositional developments Open to all advisers actively engaged in protection
2Plan Protection Masterclass, London 28/03/17 The big advice opportunity - Continuity planning Financial Advisers
Paradigm Protect Paradigm Specialist Protection Training, Cobham 28/03/17 Protecting retirement income and subsequent legacy, and the financial impact of life changing events Open to all advisers actively engaged in protection
Organiser Event Date Subject matter Audience
Paradigm Protect Paradigm Specialist Protection Training, Cardiff 05/04/17 Protecting retirement income and subsequent legacy, and the financial impact of life changing events Open to all advisers actively engaged in protection
Aegon Webinar 25/04/17 The big advice opportunity - Continuity planning part 2 Register now Financial Advisers
2Plan Professional Developments, Edinburgh 25/04/17 Aegon proposition to 2Plan advisers Financial Advisers
2Plan Professional Developments, Leeds 27/04/17 Aegon proposition to 2Plan advisers Financial Advisers
2Plan Professional Developments, Manchester 28/04/17 Aegon proposition to 2Plan advisers Financial Advisers
Organiser Event Date Subject matter Audience
2Plan Professional Developments, Birmingham 03/05/17 Aegon proposition to 2Plan advisers Financial Advisers
2Plan Professional Developments, Bristol 04/05/17 Aegon proposition to 2Plan advisers Financial Advisers
2Plan Professional Developments, Chesterfield 05/05/17 Aegon proposition to 2Plan advisers Financial Advisers
Intrinsic Masterclass, Warrington 08/05/17 DC to DB transfers Financial Advisers
Intrinsic Masterclass, Leeds 09/05/17 DC to DB transfers Financial Advisers
2Plan Professional Developments, ETC venues, Eastcheap 10/05/17 Aegon proposition to 2Plan advisers Financial Advisers
Intrinsic Masterclass, Leicester 10/05/17 DC to DB transfers Financial Advisers
2Plan Professional Developments, Fareham 11/05/17 Aegon proposition to 2Plan advisers Financial Advisers
Intrinsic Masterclass, Cambridge 15/05/17 DC to DB transfers Financial Advisers
2Plan Professional Developments, Newmarket 16/05/17 Aegon proposition to 2Plan advisers Financial Advisers
Intrinsic Masterclass, Bristol 16/05/17 DC to DB transfers Financial Advisers
Intrinsic Masterclass, Airth 17/05/17 DC to DB transfers Financial Advisers
Intrinsic Masterclass, London 18/05/17 DC to DB transfers Financial Advisers
Aegon Webinar 23/05/17 The big advice opportunity webinar – succession planning - Register now Financial Advisers
Organiser Event Date Subject matter Audience
Intrinsic Financial Services Limited Protection Roadshow, Coventry 06/06/17 Understanding claims Financial advisers
Tenet Professional development meeting, Sheffield 06/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, London 07/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Bristol 08/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Colchester FC 08/06/17 Understanding claims Financial advisers
Tenet Professional development meeting, Belfast 08/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, East Grinstead 09/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Templepatrick 09/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Harrogate 12/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Exeter 12/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Knutsford 13/06/17 Understanding claims Financial advisers
Tenet Professional development meeting, Cumbernauld 13/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Airth Castle 14/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Southampton FC 14/06/17 Understanding claims Financial advisers
In-Partnership Investments & Pensions, Lingfield 14/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Leeds 15/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
In-Partnership Investments & Pensions, Belfast 15/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
SIFA SIFA iConference 15-16/06/17

To access the on-line booking formon SIFA’s website

View SIFA’s programme schedule

View the Workshops Summary

View SIFA’s Business Development Workshops summary

Financial advisers
In-Partnership Investments & Pensions, Scotland 20/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Manchester 20/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Gloucester 21/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Southampton 22/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Sense Webinar 27/06/17 Platform Due Diligence Register Financial advisers
Tenet Professional development meeting, Reading 27/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
In-Partnership Investments & Pensions, Huddersfield 28/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, London Wembley 28/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
In-Partnership Investments & Pensions, Peterborough 29/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
In-Partnership Investments & Pensions, Winchester 29/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Nottingham 29/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Organiser Event Date Subject matter Audience
Personal Finance Society

Regional Conferences, Kent, Read more about this on the PFS website

04/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
In-Partnership Investments & Pensions, Wales 05/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, Surrey, Read more about this on the PFS website

05/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Sussex, Read more about this on the PFS website

06/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
In-Partnership Investments & Pensions, London 06/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Sense Keynote workshops, Knutsford 11/07/17 Pension Accumulation Keynote Register Financial advisers
Tenet Professional development meeting, Exeter 11/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, East Midlands, Read more about this on the PFS website

11/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Birmingham, Read more about this on the PFS website

12/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Tenet Professional development meeting, Glamorgan 12/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Sense Keynote workshops, London 13/07/17 Pension Accumulation Keynote Register Financial advisers
Tenet Professional development meeting, Birmingham 13/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, Staffs and Shrops, Read more about this on the PFS website

13/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Intrinsic Financial Services Limited Masterclasses, Leeds 17/07/17 Inheritance and Trust Financial advisers
Sense Keynote workshops, Leeds 18/07/17 Pension Accumulation Keynote Register Financial advisers
Intrinsic Financial Services Limited Masterclasses, Cumbernauld 18/07/17 Inheritance and Trust Financial advisers
Tenet Professional development meeting, Maidstone 18/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, Herts and Middlesex, Read more about this on the PFS website

18/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Sense Keynote workshops, Kettering 19/07/17 Pension Accumulation Keynote Register Financial advisers
Tenet Professional development meeting, London Central 19/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, Thames Valley, Read more about this on the PFS website

19/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Sense Keynote workshops, Fareham 20/07/17 Pension Accumulation Keynote Register Financial advisers
Personal Finance Society

Regional Conferences, London, Read more about this on the PFS website

20/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Intrinsic Financial Services Limited Masterclasses, Swindon 20/07/17 Inheritance and Trust Financial advisers
Tenet Professional development meeting, Bishops Stortford 20/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Tortworth 24/07/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Masterclasses, London 25/07/17 Inheritance and Trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Winchester 26/07/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Templepatrick 27/07/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, London 31/07/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Hinckley 02/08/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Stretton 03/08/17 Circle of trust Financial advisers
Personal Finance Society

Regional Conferences, Manchester, Read more about this on the PFS website

04/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Yorkshire, Read more about this on the PFS website

05/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Haydock, Read more about this on the PFS website

06/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, South Wales, Read more about this on the PFS website

07/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Bristol and Cheltenham, Read more about this on the PFS website

08/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, North Scotland, Read more about this on the PFS website

12/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Central Scotland, Read more about this on the PFS website

13/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Tyne Tees, Read more about this on the PFS website

14/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, London 2, Read more about this on the PFS website

18/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Stamford 2, Read more about this on the PFS website

19/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Norfolk, Read more about this on the PFS website

20/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Essex, Read more about this on the PFS website

21/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Plymouth & Cornwall, Read more about this on the PFS website

25/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Exeter and North Devon, Read more about this on the PFS website

26/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Hants and Dorset, Read more about this on the PFS website

27/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, NI, Read more about this on the PFS website

28/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Isle of Man, Read more about this on the PFS website

03/10/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Organiser Event Date Subject matter Audience
Intrinsic Financial Services Roadshow, Templepatrick 04/09/2017 DB transfer – “Should I stay or should I go now…” Financial advisers
Intrinsic Financial Services Roadshow, Coventry 05/09/2017 DB transfer – “Should I stay or should I go now…” Financial advisers
Intrinsic Financial Services Roadshow, London 06/09/2017 DB transfer – “Should I stay or should I go now…” Financial advisers
Intrinsic Financial Services Roadshow, Airth 07/09/2017 DB transfer – “Should I stay or should I go now…” Financial advisers
Intrinsic Financial Services Roadshow, Exeter 08/09/2017 DB transfer – “Should I stay or should I go now…” Financial advisers
Intrinsic Financial Services Roadshow, Colchester 11/09/2017 DB transfer – “Should I stay or should I go now…” Financial advisers
Intrinsic Financial Services Roadshow, Knutsford 12/09/2017 DB transfer – “Should I stay or should I go now…” Financial advisers
2Plan Protection masterclasses, Edinburgh 12/09/2017 The big advice opportunity - Continuity planning Financial advisers
2Plan Protection masterclasses, Leeds 14/09/2017 The big advice opportunity - Continuity planning Financial advisers
2Plan Protection masterclasses, Southampton 19/09/2017 The big advice opportunity - Continuity planning Financial advisers
2Plan Protection masterclasses, London 20/09/2017 The big advice opportunity - Continuity planning Financial advisers
SJP Protection Workshops, London 11/09/2017 Relevant Life and Exec IP Financial advisers
SJP Protection Workshops, Midlands 12/09/2017 Relevant Life and Exec IP Financial advisers
SJP Protection Workshops, Manchester 13/09/2017 Relevant Life and Exec IP Financial advisers
SJP Protection Workshops, Newcastle 14/09/2017 Relevant Life and Exec IP Financial advisers
SJP Protection Workshops, Belfast 19/09/2017 Relevant Life and Exec IP Financial advisers
Paradigm Protect Mortgage and Protection, Norwich 28/09/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Sesame Bankhall Group Mortgage Extra Live, Wetherby 03/10/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Sesame Bankhall Group Mortgage Extra Live, Dunblane 05/10/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Sesame Bankhall Group Mortgage Extra Live, Exeter 11/10/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Paradigm Protect Mortgage and Protection, Colchester 09/11/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Paradigm Protect Mortgage and Protection, Durham 29/11/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Paradigm Protect Mortgage and Protection, tbc 14/12/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
The Right Mortgage and Protection Network National Training Event, Birmingham   15/11/17 A days training encompassing sales processes, compliance and commission systems training   Open to all advisers actively recommending protection solutions
Homeloan Partnership Autumn development conferences, Knutsford 11/10/17 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.
Homeloan Partnership Autumn development conferences, Bristol 12/10/17 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.
Homeloan Partnership Autumn development conferences, Milton Keynes 18/10/17 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.
Homeloan Partnership Autumn development conferences, Crawley 19/10/17 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.