You’re invited to join us for our penultimate Best Practice event of the year in September! As always, this event has been designed with your CPD needs firmly in mind and will give you valuable insights into what’s in store over the coming months.
So, what do we have planned for the September Best Practice Event?
We will have two sessions from Graeme Stewart, Head of Consultancy, beginning with an overview of the key compliance updates Paradigm has issued since our Best Practice event in July.
In our second focused session, we will look at a topical issue highlighted by your previous Best Practice feedback. More details will be revealed in due course.
We will have two sessions from Graeme Stewart, Head of Consultancy, beginning with an overview of the key compliance updates Paradigm has issued since our Best Practice event in July.
In our second focused session, we will look at a topical issue highlighted by your previous Best Practice feedback. More details will be revealed in due course.
For this event, we will also be joined by ...
Tom Whelan, Head of Success & Business Operations at Defaqto, explores why cashflow planning has become an essential foundation in the financial advice process. In this session, Tom will dive into the practical side of using cashflow tools—highlighting not just the software, but the thinking behind it. Learn how to navigate assumptions, present results clearly to clients, and ensure your approach aligns with evolving regulatory standards. Whether you're using in-house solutions or third-party platforms, this session will equip you to turn cashflow planning into a more strategic and impactful part of your client conversations.
Tom Whelan, Head of Success & Business Operations at Defaqto, explores why cashflow planning has become an essential foundation in the financial advice process. In this session, Tom will dive into the practical side of using cashflow tools—highlighting not just the software, but the thinking behind it. Learn how to navigate assumptions, present results clearly to clients, and ensure your approach aligns with evolving regulatory standards. Whether you're using in-house solutions or third-party platforms, this session will equip you to turn cashflow planning into a more strategic and impactful part of your client conversations.
This session is open to business owners, advisers, supervisors, compliance staff, paraplanners and all other staff who fall under the Code of Conduct rules.
