In April we have two great webinars for you to watch, from BTS on Monday 7 April at 12.30pm, and from Fidelity on Wednesday 16 April, at 12.30pm.
Presented by Natalie Dawes, the BTS webinar will be taking a practical look at the R06 exam coming up later in April. It 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.
PLEASE REGISTER FOR THE BTS WEBINAR HERE
Fidelity’s presentation – The Age of Empires; rebuilding in a diverging world* – given by 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.
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.
Ttransitioning 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.
* First presented at our Investment Committee Seminar in March 2025
