Tutors:

• Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Asset Management
• Karl Dines, Head of Business Consultancy, SimplyBiz

Learning outcomes:

1. The development of the centralised investment proposition and the regulator’s intentions behind this
2. How to go about putting a CIP together and the main pitfalls to avoid
3. ...

Tutors:

• Steve Hewitt, National Key Account Manager, Aldermore
• Elena Todorova, Associate Director, Property Finance, SPF Private Clients
• Andrew Montlake, Chairman, AMI
• Learning Outcomes:
• How lockdown an covid are having a range of impacts on the financial prospects for the self employed
• How mortgage lenders are responding to these
• What mortgage...

Tutors:

• John Porteous, Head of Distribution, Charles Stanley
• Charlotte Lambeth, Senior Investment Manager, Charles Stanley
• Danby Bloch, Head of Editorial Strategy, Platforum

Learning outcomes:

1. Why the Covid pandemic has transformed the conversation around intergenerational wealth transfer
2. Why each family and its set of circumstances is...

Tutor:

• Sean Osborne, Head of National Accounts, Charles Stanley

Questions asked:

1. What’s the key difference between last year’s Book of Stories and 2.0?
2. How does the Book of Stories 2.0 help advisers to engage with the next generation?
3. Has the pandemic created any challenges for advisers when engaging with the next generation within a...

Tutors:

• Ben Culley, Property Risk Manager, Aldermore
• Tim Bishop, Surveying Quality Manager, e.surv

Learning outcomes:

1. The difference between a mortgage and a full Red Book valuation
2. How surveyors and lenders arrive at valuations
3. Emerging risks in the property market

Tutors

• John Porteous, Group Head of Distribution, Charles Stanley
• Nick Eatock, Chief Executive Officer, Intelliflo
• Rob Tedder, Knowledge...

Tutor:

• John Harrison, Head of Information & Cyber Security, Charles Stanley

Questions asked:

1. How has COVID-19 affected cyber crime?
2. Which types of cyber attack are being used?
3. How can individuals protect themselves?
4. What measures might IFA firms consider?
5. How else can we protect ourselves?

Tutors:

• Hattie Tales, National Account Manager, Pure Retirement
• Matthew Taylor, Senior Business Relationship Manager, Equilaw
• David Burrowes, Chairman, Equity Release Council

Learning outcomes:

1. How the equity release industry is working to protect vulnerable clients as a result of lockdown and social distancing
2. How to factor in...

Tutor:

• Mark Loosmore, Executive General Manager - Wealth, Iress

Questions asked:

1. Why should data be at the heart of an adviser firm's business?
2. What are the benefits of automating your business processes?
3. Which tools should adviser firms consider when offering digital client engagement?
4. How can digital tools help with...

Tutor:

• Matt McCullough, National Sales Manager, Residential Mortgages, Aldermore

Learning outcomes:

1. How Coronavirus is impacting on the BTL market
2. Why the BTL market is becoming more complex but offering greater choice to clients
3. The importance of basing business on value for money principles rather than initial cost

Tutors:

• John Porteous, Group Head of Distribution, Charles Stanley
• Lee Robertson, Co-Founder and Managing Director, Octo Members
• Tsitsi Mutiti, Investment Manager, Charles Stanley

Learning Objectives:

1. Understanding how client behaviours and advice is changing
2. How these changes are affecting intergenerational wealth planning...

Tutors:

• Jim Boyd, Chief Executive Officer, Equity Release Council
• Lord David Willetts, Chairman, Resolution Foundation
• Steve Webb, Partner, Lane Clark...