We are pleased to share our upcoming Training Tuesday webinar programme for the remainder of Q2. These webinars are designed to address key regulatory, practice management, and client-focused topics relevant to financial planning professionals.
May 2026
- 5 May – Cross-Border Estate Planning and Emigrated Beneficiaries
- 12 May – Economic Update
- 19 May – Succession Planning for Financial Advisory Firms
- 26 May – Back to Basics: Strengthening the Role of the Key Individual
June 2026
- 2 June – Psychology of Money: Understanding Client Spending and Saving Habits
- 23 June – Compliance Risk and FSCA Inspections – Be Audit Ready
- 30 June – ESG and Sustainable Investing: Integrating Values into Portfolios
Members are pre-registered for all upcoming Training Tuesday webinars. Please refer to the link in your calendar to join each session on the day.
Not a member yet? Register for the upcoming webinars via this link: Login