Monday 7 April 2024: 12.30pm: Practical guidance for the April R06 exam
In the latest webinar from Bespoke Training Solutions (BTS), Natalie Dawes will concentrate solely on the R06 Financial Planning Practice exam and look firstly at generic aspects of this exam, followed by a closer look at the actual case studies, their keys facts and possible areas of examiner focus.
The webinar is a ‘must attend’ for any paraplanner that is either sitting April’s exam, or those that wish to learn more about the exam itself for a future sitting. Natalie is an experienced and lively presenter – it will be so worthwhile giving up your lunchtime to attend!
The session will last approximately 60 minutes and will include time for questions.
Wednesday 16 April 2025: 12.30pm – The Age of Empires; rebuilding in a diverging world
The latest in our Investment Committee Webinars series, Fidelity’s James Bird will embark on an exploration of the big economic cycle, tracing its evolution throughout history and analysing its profound impact on global order.
This Webinar, which will open your eyes on the new world order and how that may affect the investment choices you make for your clients.
By examining key historical events, from tulip mania to the railroad bond frenzy to the big tech bubble, James will consider how shifts in economic paradigms have influenced geopolitical dynamics.
Transitioning to the contemporary landscape, he will identify recent changes in the world order, particularly in response to globalisation, technological advancement, and shifting political alliances. These factors are reshaping market conditions, creating both challenges and opportunities for investors.
James will look at the effects a diverging world has on asset classes like fixed income and equities, highlighting the strategies that it is believed can enhance investment portfolios in this evolving environment.
By the end of the session, we hope paraplanners will have gained further insights into economic cycles, current market trends, and investment strategies designed to navigate the complexities of today’s financial landscape.
Learning outcomes:
-Describe how the big economic cycle can influence a change in the world order
-Recognise the opportunities this new world order can create in asset classes including equities and fixed income
-Understand the new investment strategies that may enhance a clients’ portfolio
Main image: adrien-converse-FWhTeWRCeis-unsplash
