Two webinars for you next week: Practical guidance for R06 and The AI Revolution

2 April 2024

We have two excellent webinars for you next week on Monday 8 April and Thursday 11 April. You can find out more and register for them below.

Practical guidance for R06 exam – with April Case Studies

8 April, 12.30pm
Professional Paraplanner will be hosting another webinar presented by Natalie Dawes from Bespoke Training Solutions (BTS). 


April’s webinar 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.

This 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!

Rise of the Machines – the AI Revolution

Presented by Matt Parlour, eden Tree

11 April, 12.30pm


Generative Artificial Intelligence (AI) has taken the business world by storm over the past twelve months with its wide range of applications, but will it be truly transformative?  What opportunities (and threats) does it represent? What occupations are most likely at risk from AI, and how could it affect the role of financial advisers?

Could Artificial Intelligence boost productivity and growth in the global economy, and which countries could potentially benefit the most? Will the UK take a leading role in setting the regulatory standards for AI?

In investment terms, much of the interest has been around a handful of companies that are collectively known as the “Magnificent Seven”.  Are we now seeing a new tech bubble forming in markets, or is the excitement justified? How else can clients have some exposure to the AI theme within their investment portfolio?

Following this presentation you will be able to:

  • Discuss whether AI could be truly transformative
  • Understand the potential benefits and threats that AI represents to the global economy
  • Describe how investors can access investment opportunities associated with AI

Main image: giulia-may-8JFMYz-a8Xo-unsplash

Professional Paraplanner