A new series of workshops for advisers are being held during March on investment suitability best practice.
The goal of the sessions is to deliver a practical interactive session to provide a clear understanding of suitable advice.
It is targeted towards advisers assessing their risk profiling or cash flow modelling software, advisers seeking a better understanding of suitability best practice or advisers assessing Voyant or FinaMetrica integration.
Earlier this week, Seven Investment Management became the latest company to integrate with Voyant.
Speakers from Voyant, risk-profiling software provider FinaMetrica and Nucleus will be attending.
Workshops will be led by Bob Freeman, chief operating officer and director of Voyant UK, Paul Resnik, co-founder of FinaMetrica and David Ferguson, chief executive of Nucleus, and his colleague Barry Neilson, Nucleus business director.
Sessions will be held in Bristol on 28 February, London on 1 March, Leeds and Manchester on 7 March, Glasgow on 8 March and Belfast on 9 March.
There will be two sessions at the London venue, one morning session beginning at 8.30am and one afternoon session beginning at 2.30pm.
For more information contact Nichola Burns on 0131 226 9800
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