Technical Insight Seminar SPEAKER – Edward Bateman, FE Analytics
18 August 2019
This September to November we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10.
We are delighted that Edward Bateman and his colleagues from FE will be presenting on ways to better and more efficiently use FE analytics at selected events.
The seminars are paraplanner-only events and free for paraplanners to attend.
This year’s seminars are covering areas such as Capacity for Loss, pension regulation and tax, due diligence on SIPP and SSAS, behavioural investing, cash management, using FE Analytics, generating income in retirement, cashflow modelling, suitability report writing and peer-to-peer lending, among others*.
THIS AUTUMN’S SEMINARS
Nottingham The Nottingham Belfry 11 September
Glasgow Hilton 18 September
Edinburgh The Waldorf Astoria 19 September
Leeds Oulton Hall 2 October
Manchester The Midland Hotel 16 October
Reading Crowne Plaza 23 October
Bristol The Aztec 13 November
Newcastle Crowne Plaza 26 November
* (Please note: speakers and agendas differ between venues – details are confirmed closer to the individual event)
Further information on event and/or publication sponsorship and advertising packages can be had from: Richard Ley, Director, Research in Finance, on 0207 104 2239 or via email: [email protected]
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...