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Our events

We aim to help you advance your career with our lectures, panel discussions, conferences, breakfast briefings and networking events. We offer you exclusive access to thought leaders around the world and fantastic opportunities to network with others in your field. Sign up and stay on top of the latest trends, tactics and solutions in the banking and financial services industry.


Get up-to-date information relating to Coronavirus.

Some of our events are being rescheduled but many of our upcoming events are now taking place as webinars.
Please see the listing below.

See our past events                                   Sign up to our mailing list   


Is Level 6 becoming the standard for financial advisers in the UK?

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Our panel of speakers will be announced shortly.

Join us in the New Year to discuss whether being Level 6 qualified is the 'norm' for financial advisers?

Over the last 20 months a lot has changed for advisers:

  • increase support for customers in financial difficulty
  • adapting to support customers pre and post pandemic
  • ensuring the most vulnerable customers have access to financial services
  • adoption to digital services to offer better choices for your customers

Complex times produce complex financial situations. The need to understand a wider range of options, solutions, risks and implications for customers has never been greater for a financial advice professional.

We have put together a diverse panel of speakers to discuss:
  • why financial advice firms are encouraging more advisers to undertake level 6 qualifications
  • the role becoming chartered plays in the market
  • the qualifications available to advisers and how they can upgrade their skillset

You will also hear from past students on their experience as Level 6 qualified advisers and how it has helped them in their role and their customers.

Don't miss out on this exciting discussion and how we can help support the next stages in your career.

Who should attend?

  • Financial Advisers
  • Independent Financial Advisers
  • Wealth Managers
  • Financial Planning Consultants
  • Learning and Development Managers for IFA's and Networks
  • Paraplanners
  • Trainee Financial Advisers / IFA's
  • Retirement Consultant
  • Protection Adviser

Who will be speaking?
Our panel of speakers will be announced shortly.


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