Tutors:

• Andy Philo, Vitality
• Michelle Brook, Mortgage Advice Bureau

Learning outcomes:

1. The need for mortgage protection and the main barriers to getting it
2. How to keep a client engaged in discussing mortgage protection having gone through a lengthy mortgage conversation
3. If the rewards and benefits are a worthwhile incentive for taking out a protection policy

Tutors:

• Simon Cooper, Cazenove Capital
• Nick Georgiadis, Cazenove Capital

Learning outcomes:

1. The main different types of outsourced solutions available to advisers
2. The core components of an outsourced solution, from investment philosophy through to back office compatibility
3. How to identify and manage potential conflicts of interest

Tutors:

• Michael Nicholls, The London Institute of Banking & Finance
• Andy Philo, Vitality
• Andrew Montlake, Coreco

Learning outcomes:

1. How the mortgage market has developed in 2019
2. How the mortgage protection market stands today
3. When mortgage advisers should hand over the role of adviser

Tutors:

• Michael Nicholls, The London Institute of Banking & Finance
• Simon Broadley, TenetLime

Learning outcomes:

1. How today’s mortgage market stands and what is expected of mortgage advisers
2. Why CeMAP Professional is needed in today’s mortgage market

Tutors:

• Hamish Purdey, Intelliflo
• Hannah Doherty, HD Legal & Compliance

Learning outcomes:

1. With Brexit looming will it impact regulation in the UK
2. Advantages of technology for advisers
3. What to expect and how to be best prepared for new regulation in 2019

Tutors:

• Iain Barnes, Netwealth
• Phillip Butler, PPMG
• Parit Jakhria, PPMG

Learning outcomes:

1. What a good strategic asset allocation and tactical asset allocation process look like
2. How they work in tandem to generate performance and manage risk

Tutors:

• Sally Boyle, Octopus Investments
• Will Gibbs, Titan VCT
• Samantha Ling, Titan VCT
• George Whitehead, Venture Capital Trust Association

Learning outcomes:

1. What is needed for a successful VCT
2. What kind of companies fit the VCT model?
3. How to know when to exit investments

Tutor:

• Nick Eatock, Intelliflo

Learning outcomes:

1. Main benefits of implementing technology for advisers
2. How technology is helping advice firms meet regulatory challenges
3. Why technology implementation might fail and how to avoid this

Tutors:

• Mark Loosmore, IRESS
• Mike Barrett, The Lang Cat
• Matt Noble, Origo
• Tessa Lee, moneyinfo

Learning outcomes:

1. What the tech providers are doing to facilitate data flows between platforms

Tutors:

• Marc McCarthy, AutoRek
• Andrew Henderson, Eversheds Sutherland

Learning outcomes:

1. An overview of regulatory changes in 2018
2. The role of technology in regulation and compliance
3. What to expect and how to be best prepared for new regulation in 2019

Tutor:

• Davydd Wyne, Cazenove Capital

Learning outcomes:

1. How can a DFM help you explain value versus price in light of MIFID II disclosure changes
2. Can using a DFM help increase the value of your business
3. How does a DFM improve diversification & access to a broader range of investments

Tutors:

• Kevin Silvester, Brewin Dolphin
• Pamela Murphy, Taylor Made Financial Planning
• Liz Campbell-Warner, Gabriel Research & Management Ltd

Learning outcomes:

1. Why IFAs turn to investment managers
2. The pros and cons of outsourcing
3. The cost of regulation