Akademia
  • Regulation Matters

    Tutors:

    • Steve Jenkins, Director of Financial Markets, CII
    • Peter Hicks, Director, Peter Hicks Financial Advisers

    Learning outcomes:

    1. The need for professionalism post RDR and how to demonstrate it
    2. How to deal with clients with smaller amounts to invest
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  • Auto-enrolment

    Tutors:

    • Steve Bee, Jargon Free
    • Adrian Sims, Nest
    • Susan Smith, PMI

    Learning outcomes:

    1. The background to the introduction of auto-enrolment
    2. The role of Nest
    3. The opportunities for advisers looking to develop business in auto-enrolment
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