In addition to our seminar and webinar programme we also offer the opportunity of co-hosting a workshop with your professional connections.

With the changes the RDR will bring to the industry in 2013 these professional workshops are a useful way to both develop and strengthen links between financial planners, accountants and solicitors. These relationships are the future of financial planning and enable a higher level of service to be offered to clients.

The RDR has helped accelerate these opportunities and we are delighted to be working at the forefront of the industry. These workshops can be at a venue of your choice, so please contact us for more information.

Company Meeting - Tax Training Workshops

We also offer workshops or seminars designed to educate colleagues or clients about the legislation we utilise in the construction of our products and how this can benefit your clients.

CPD

Product training accreditation for CPD is available.

To discuss how we can help please contact us.