SimplyBiz is committed to promoting professionalism within the advice sector and, as such, we provide an extensive programme of learning and development opportunities. To complement our face-to-face event programme, we also offer online services including our webinar programme, our market leading Advice Show and complimentary licences for our learning and testing CPD portal.
The Learning and Development Events are the cornerstone of our annual meetings programme, and are built to cover a wide range of subjects, from regulation and policy change to pensions and retirement, developing technology and evolving client demographics. Taking place twice a year in 21 locations across the UK, the SimplyBiz team and our specially selected partners will help you make sure that you’re on course and up to date with all the big issues and hot topics of the moment.
Our Investment Forums (IFs) are now one of the most attended events in the programme, attracting over 1500 advisers to each round. The agenda is shaped to provide delegates with a rich mix of content from macro and micro overviews to more specialist insights and themed sessions.
To complement the IFs, we run a round of Investment Conferences and a number of specialist workshops, including non-mainstream, tax-efficient and ethical investing.
As an authorised firm, it is imperative that those in the role of supervisor understand what the FCA’s term ‘supervision of advisers’ means and what the expectations are in terms of how a firm conducts its business – these events will ensure just that. The day will help provide or refresh your knowledge and skills in the implementation of a compliant training and competence scheme and the monitoring of staff throughout; this course can help.
Whether you are already operating fully in the world of protection, or want to find out more about the products, market and opportunities available, this series of events holds a range of sessions that will deliver a relevant and engaging day.
Best Practice Meetings
Our Best Practice Meetings are interactive and engaging, designed to progress your business for even better client outcomes, with each meeting giving you access to valuable ‘adviser intelligence’ from the sharing of experiences and ideas from your peers.
Our mortgage events feature some of the most renowned and respected names in the world of mortgages and are designed to deliver exclusive insight and respected thought-leadership.
You will have the chance to speak with many of the leading lenders within the mortgage industry as well as other supporting service providers.
The Advice Show is a live broadcast featuring an array of industry leaders discussing the big issues shaping our industry and its broadcast straight to your laptop, phone or any other device, wherever you are, meaning you don’t have to go anywhere to get all the latest news, views and insight.
Visit www.theadviceshow.co.uk for more information and to book on to the next show.
New Model Business Academy
SimplyBiz’s not-for-profit arm, the NMBA, offers face-to-face events, online support, tools and templates to support those operating in and wanting to join the financial services industry. The NMBA can provide help with qualifications, offering apprenticeships, best practice and evolving your business model.
The FCA’s requirement that advisers undertake 21 hours of structured CPD means it’s essential that firms have support in managing their responsibilities. The CPD Portal allows firms to set a supervisor to assign reading and testing to manage the development of your staff on an ongoing basis. Advisers can easily export test results to support their Statement of Professional Standing.