Training and CPD Programme 2023
With a rapidly changing landscape, changes in technology, products and solutions and, of course ever evolving client needs, it is more important than ever to have access to the right level of learning, training, and insight.
Introducing the most comprehensive event programme of its kind
At SimplyBiz, we are committed to providing our Members with real choice when it comes to events. That's choice in terms of event type, format, and content, and our 2023 programme offers more of this that ever before.
We will once again be delivering multiple rounds of our core events across the UK, with over 30 venues now included in our programme. And whilst each round will continue to be delivered in person, we will continue to offer a virtual option for those who would prefer this, or who may simply be unable to attend in person at that time.
As well as our core events, we will also be delivering a number of more niche events across a number of key venues and we have ramped up our virtual programme to the max, providing even more opportunities for insight, learning and training.
We are so proud of our event programme that we want everyone to see it! Take a look for yourself below at the sheer volume of high-quality events available to Members of SimplyBiz. We offer financial advisor training, specific mortgage advisor and protection events and dedicated compliance courses - we have something for everyone!
Physical Events
| Learning & Development Events | 21 VENUES | 2 ROUNDS |
| Professional Development Events | 6 VENUES | 4 ROUNDS |
| Tax Efficient Workshops | 8 VENUES | 1 ROUND |
| ESG Investment Forums | 10 VENUES | 1 ROUND |
| Investment Forums | 21 VENUES | 2 ROUNDS |
| National Conference | 1 EVENT |
| Mortgage Meetings | 10 VENUES | 2 ROUNDS |
| Mortgage Battles | 6 VENUES | 1 ROUND |
| Protection Roadshows | 12 VENUES | 2 ROUNDS |
| Mortgage Niche Events | 8 VENUES | 1 ROUND |
| Training & Knowledge Events | 20 EVENTS |
Virtual Events
| Intergenerational Advice Workshop | 3 DATES |
| Training & Knowledge Events | 50 SESSIONS |
| ESG Workshops | 3 DATES |
| Protection Academy | 4 DATES |
| Webinars | 40 WEBINARS |
| Advice Show | 6 LIVE EVENTS |
| Platform Workshops | 3 DATES |
| Protection Matters | 8 DATES |
| Later Life Academy | 2 DATES |
| Tech Workshops | 70 WORKSHOPS |
| Pension Transfer Workshops | 6 LIVE EVENTS |
| Tax Efficient Workshops | 3 DATES |
| Mortgage Best of the Best | 5 DATES |
And we would be delighted to go that one step further and invite you to join us and sample one of our events, either in person at a venue near you, or via our innovative virtual platform.
Simply fill out the below form with your preferred event and we will book you on and that's it, there's no obligation other than to enjoy!
The Advice Show is our flagship virtual event. We bring together experts in their field to discuss the big topics dominating our landscape. From markets, to regulation, process and retirement, we cover the lot!
Each event is broadcast live and beamed direct to you, wherever you are, so you don't need to do anything other than register and, on the day, sit back, relax and we will bring the experts to you!
2022 Broadcast Dates
| Later Life Special | 26 JUNE |
| Advice Show | 17 JULY |
| Protection Special | 18 SEPTEMBER |
| Advice Show | 2 OCTOBER |
| Wealth Special | 20 NOVEMBER |
| Later Life Special | 4 DECEMBER |
Investment Forums
Our Investment Forums remain as popular as ever as advisers look to gain insight and support in this key area.
Once again, we will be visiting 21 venues up and down the country to bring you a packed agenda and round one is now available to book.
Learning & Development Events
The Learning and Development Events have long been the cornerstone on which our events are built, providing access to a whole host of learning, support and insight. We will once again be back out visiting 21 venues across the country from April with round one and then again later in the year with round 2.
You can now secure your place on the first round.
Professional Development Events
Our Professional Development Events look to combine the very best of our Learning and Development Events and Investment Forums and take place 4 times in a year, at 6 locations in the North East of England, NI and Scotland.
Whilst these events are run by Compliance First, they are open to any Member and Client in and around these areas and round 1 and 2 are already plotted and open for bookings.
Interested and would like to secure a place on one of our events?
Simply complete this short enquiry form and a member of the team will
get back to you to discuss your request and confirm your booking.