GROW

GROW: Professional Development (January 22)

Our GROW events combine two hours of structured CPD with three great speakers, covering three topics. GROW is designed to ensure that delegates are hitting their personal development goals in a manageable way. Our GROW workshops are designed to help delegates develop their knowledge in a range of areas, whilst being fully interactive and actively involving participants. During these virtual events, we use the interactive tool, Slido, to help gain thoughts and opinions on questions relevant to the session, allowing delegates to input in an interactive way.

Click play to find out more about our GROW events…

Who’s hosting? 

Paul Sylvester-Evans, Head of Supervisory Services – Apricity Compliance

With over 20 years of experience working in the financial services sector as both an adviser and a Senior Manager, Paul understands the needs and requirements of our clients and is perfectly placed to support them develop the requisite skills, practices and knowledge to move their businesses forward.

Abhi Chatterjee, Chief Investment Strategist – Dynamic Planner 

Abhi leads Dynamic Planner’s team of analysts, who are responsible for asset allocation and for the Dynamic Planner risk model. He also chairs the Investment Committee.

Heather Hopkins, Managing Director and Founder – NextWealth

In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.

GROW: Professional Development (January 22)


What will it cover?

We’ll be discussing the most topical content around, ensuring that you log off feeling enriched and up to date on the current issues facing advisers. As part of our events programme and providing your full CPD for the year, this quarters focus will be:

Training and Competence – Apricity

The importance of a good T&C Scheme.

Since the launch of our Enable service we have been inundated by requests from our firms for assistance with their training and competency schemes, and asking us how exactly do you define an effective T&C scheme? In this session, we will look at how to create a comprehensive T&C scheme, creating routes to competence and personal development plans for all your staff.


Economic Update – Dynamic Planner

Full session TBC.


Technology – NextWealth

Tech within your business. 

NextWealth’s Heather Hopkins will share research on the tech financial advice firms are using to manage, grow and scale their businesses. She will share detailed feedback from over 1,600 reviews of advice tech from the NextWealth Directory and share top tips on how to make preparing for annual review meetings more efficient.

Date

Jan 11 2022
Expired!

Time

10:00 am - 12:00 pm

Location

Online
Category
Apricity Compliance

Organizer

Apricity Compliance
Phone
01325 952 969
Email
hello@apricitycompliance.co.uk
Website
https://apricitycompliance.co.uk/
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