The structured and accredited workshops are suitable for advisers and Paraplanners and aim to help firms ‘maintain a sustainable competitive advantage’.
The three-hour workshops are divided into market insights, client insights and business insights.
Market Insights will educate the adviser on financial concepts, Client Insights will explore client behaviour and improving communication styles while business insights will show how business owners and principals can develop their business.
Workshops will take place from 20 June to 12 July in Birmingham, Bristol, Edinburgh, Knutsford, London and Newmarket from 9am-1pm.
The firm is also running its third set of gap-filling workshops which have been running since January.
Delegates have been able to attend all three sessions or pick which one is most relevant to their needs.
The third round of sessions will take place from 17 April to 2 May in Birmingham, Bristol, Durham and Manchester.
This first half of the session covers financial services, regulation and ethics and investment principles and risk.
The second half of the session covers the FSA’s responsibility and approach to regulation, principles and rules as set out in the regulatory framework, the regulatory advice framework in practice for the consumer and analysing characteristics, inherent risks, behaviours and relevant tax considerations of investments products.
To register for a place at the CPD workshop click here