Tutors:

• Tsitsi Mutiti, Investment Manager, Charles Stanley
• Danby Bloch, Head of Editorial Strategy, Platforum
• Sean Osborne, Group Head of Sales, Charles Stanley

Learning outcomes:

1. How to assess and respond to client vulnerability
2. How Covid and its aftermath have impacted on intergenerational wealth transfers
3. How client...

Tutors:

• Tom Buffham, Portfolio Analyst, Brewin Dolphin
• Lee Coates, OBE, Co-Founder, ESG Accord
• Rob Gleeson, CIO, FE Investments

Learning outcomes:

1. The challenges of adding sustainability to an MPS
2. The pros and cons of outsourcing investments via an MPS
3. How the MPS market is developing sustainability options

...

Tutors:

• Paul Young, Head of Business Consultancy, Quilter Financial Planning
• Sarah Elmey, Business Consultant, Quilter Financial Planning
• Mike Simpson, Business Consultant, Quilter Financial Planning

Learning outcomes:

1. The importance of establishing the link between fees and value
2. How to meet the service delivery challenge
3. How...

Tutors:

• Bryn Jones, Head of Fixed Income, Rathbones
• Noelle Cazalis, Fund Manager, Rathbones
• Kate Elliot, Head of Ethical, Sustainable and Impact Research, Rathbone Greenbank

Learning outcomes:

1. The future role of fixed income in a client portfolio
2. What the last 20 years can teach investors about fixed income’s characteristics
3. The...

In this fixed income Masterclass, a panel of experts discuss the outlook for fixed income and what the rest of 2022 and beyond holds for it. Taking part are:

• Nick Hayes, Fund Manager, AXA Global Strategic Bond Fund, AXA Investment Managers
• KJ Sinha, Fund Manager, Canada Life Asset Management
• Madelaine Jones, Portfolio Manager, Oaktree Capital Management

Learning Outcomes:...

Tutors:

• Douglas Turnbull, Global Smaller Companies...

Tutors:

• Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
• Julia Dreblow, Founder, SRI Services...

Tutors:

• Hilary Banks, Sales Director, Guardian Financial Services
• Phil Deacon, Head of Claims, Guardian Financial Services

Learning Outcomes:

1. To understand how the pandemic and new regulation is influencing the critical illness protection market
2. To learn the common triggers of critical illness protection as well as understand what a claims process...

Tutors:

• Warren Page, Recruitment Director, St. James's Place
• Eddie Grant, Director, Technical Connection, St. James's Place
• Andrew Cullen-Jones, Director of Business Development and Advice, St. James's Place
• Adrian Speed, Head of Partner Finance Consultancy, St. James's Place

Learning outcomes:

1. Understand what it really means to be a...

Tutors:

• Gemma Harle, Network Managing Director, Quilter Financial Planning
• Stuart Cross, Managing Director, Strategic Partners, Quilter Financial Planning
• Paul Young, Head of Business Consultancy, Quilter Financial Planning

Learning outcomes:

1. To learn how the new FCA Consumer Duty will impact advisers, as well as understand what is...

Tutors:

• Paul Fidell, Business Development Manager, Prudential
• Michael Watt, Investment Director, Treasury...

Tutors:

• Mark Greenwood, Director of Compliance Services, SimplyBiz
• Jennifer Peaty, Field Compliance Development Manager, Compliance First
• Karl Dines, Head of Business Consultancy, SimplyBiz
• Davinia Rogers, Investment Services Director, SimplyBiz

Learning outcomes:

1. To understand the most common compliance problems that advisers...