26 May 2026 Managing Wealth in 2026 3 CPD A highlight of the events calendar, Managing Wealth returns this year in collaboration with LIA and ITI. Conference Hybrid
23 April 2026 Webinar 2: AI’s Challenge to Financial Advice: Why Goals-Based Planning Is Still Human 1 CPD AI is transforming financial advice, but goals-based planning remains human. Join Dr. Paul Moran, CFP® to learn why. CPD Event Online
26 March 2026 Webinar 1: Truths, Reflections and Opinions 1 CPD Join us for our first event of 2026 with Paul McCarville, Clarus Investment Solutions. CPD Event Online
