Following another successful Best Practice event in January, we are delighted to share details with you for our upcoming event in March. Our Best Practice events have been designed with your CPD needs firmly in mind.
What's in store for the March Best Practice Event?
Join Graeme Stewart, Head of Consultancy, as we review the most important compliance updates since our last Best Practice event in January, including a look at the Paradigm Regulatory Timeline, and our updated Fact Finds and Consumer Duty supporting materials.
In our second compliance session, we will take a high level look at how firms should approach and tackle their first Consumer Duty report in order to meet the 31st July deadline.
Andrew Nash, Pension Specialist at Prudential, discusses the requirement of annual Board Reports to demonstrate compliance and the inclusion of legacy products to the Consumer Duty regime. He will also outline what you should expect from Manufacturers regarding their legacy products and discuss the potential threats and opportunities this may present to you.
During this presentation Andrew will be joined by Graeme Stewart to provide further insight from Paradigm on this important topic.
Director of Mortgages at Paradigm, Richard Howes, will be providing a Mortgage & Economic update whilst also looking into the current market, highlighting any pitfalls and discussing areas to watch in the future.
Paradigm Compliance Events
- Home /
- Events
Paradigm Consulting provides you with access to a host of industry-leading CPD events.
Upcoming Events
Event | LOCATION | DATE | COST | ||
---|---|---|---|---|---|
Best Practice Event Best Practice EventCompliance Tuesday 19 March, 10.30-12.30Online |
Online | Tuesday 19 March | FREE | iNFO | BOOK |
Supervisor Course (For Mortgage and Protection firms) *Supervisor Course (For Mortgage and Protection firms)Mortgages Protection Compliance Wednesday 20 March, 10.00-12.30Online over 2 days - 20th & 21st MarchCost: £650 + VATA two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities. |
Online | Wednesday 20 March | £650 + VAT | iNFO | BOOK |
Supervisor Course (For Investment and Protection firms) - FULL: RESERVE LIST AVAILABLE *Supervisor Course (For Investment and Protection firms) - FULL: RESERVE LIST AVAILABLEProtection Compliance Wednesday 10 April, 10.00-12.30Online over 2 days - 10th & 11th AprilCost: £650 + VATA two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities. |
Online | Wednesday 10 April | £650 + VAT | iNFO | BOOK |
Midlands Spring Forum Midlands Spring ForumCompliance Tuesday 16 April, 09.00-13.00Delta Hotels by Marriott, Forest of Arden Country Club, CV7 7HRAs we say goodbye to the old and welcome the new year, we are delighted to bring you the dates and locations for our upcoming round of investment-focused Forum events. Join Paul Hogarth and colleagues as we bring you important updates on our business, the market and much more. |
Midlands | Tuesday 16 April | FREE | iNFO | BOOK |
Yorkshire Spring Forum Yorkshire Spring ForumCompliance Wednesday 17 April, 09.00-13.00BEST WESTERN PLUS Aston Hall Hotel, S26 2EE As we say goodbye to the old and welcome the new year, we are delighted to bring you the dates and locations for our upcoming round of investment-focused Forum events. Join Paul Hogarth and colleagues as we bring you important updates on our business, the market and much more. |
Yorkshire | Wednesday 17 April | FREE | iNFO | BOOK |
Surrey Spring Forum Surrey Spring ForumCompliance Wednesday 24 April, 09.00-13.00Pennyhill Park, Surrey, GU19 5EU As we say goodbye to the old and welcome the new year, we are delighted to bring you the dates and locations for our upcoming round of investment-focused Forum events. Join Paul Hogarth and colleagues as we bring you important updates on our business, the market and much more. |
Surrey | Wednesday 24 April | FREE | iNFO | BOOK |
London Spring Forum London Spring ForumCompliance Thursday 25 April, 09.00-13.00London, ETC Venues, Monument, EC3M 1AEAs we say goodbye to the old and welcome the new year, we are delighted to bring you the dates and locations for our upcoming round of investment-focused Forum events. Join Paul Hogarth and colleagues as we bring you important updates on our business, the market and much more. |
London | Thursday 25 April | FREE | iNFO | BOOK |
Essential Skills Workshop – Consumer Duty Reporting: £99 + VAT *Essential Skills Workshop – Consumer Duty Reporting: £99 + VATMortgages Protection Compliance Tuesday 14 May, 10.30-12.00OnlineCost: £99 + VATWe are delighted to announce that due to your feedback and a number of requests from individuals who missed it first time, we are running a repeat Consumer Duty Reporting webinar! The same as our last event, this will focus entirely on Consumer Duty reporting. Spaces are just £99+VAT per attendee.
If you missed the first event and your firm is not yet ready to submit the first report, please do register for your spot. |
Online | Tuesday 14 May | £99 + VAT | iNFO | BOOK |
Best Practice Event Best Practice EventCompliance Tuesday 21 May, 10.30-12.30OnlineFollowing fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024. As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas. |
Online | Tuesday 21 May | FREE | iNFO | BOOK |
Breakfast Briefing with Foresight Breakfast Briefing with ForesightCompliance Tuesday 4 June, 09.30-10.00Online |
Online | Tuesday 4 June | FREE | iNFO | BOOK |
Essential Skills Workshop – £99 + VAT *Essential Skills Workshop – £99 + VATMortgages Protection Compliance Thursday 20 June, 10.30-12.00OnlineCost: £99 + VAT |
Online | Thursday 20 June | £99 + VAT | iNFO | BOOK |
Best Practice Event Best Practice EventCompliance Tuesday 9 July, 10.30-12.30OnlineFollowing fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024. As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas. |
Online | Tuesday 9 July | FREE | iNFO | BOOK |
Best Practice Event Best Practice EventCompliance Tuesday 24 September, 10.30-12.30OnlineFollowing fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024. As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas. |
Online | Tuesday 24 September | FREE | iNFO | BOOK |
Supervisor Course (For Investment and Protection firms) *Supervisor Course (For Investment and Protection firms)Protection Compliance Wednesday 25 September, 10.00-12.30Online over 2 days - 25th & 26th SeptemberCost: £650 + VATA two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities. |
Online | Wednesday 25 September | £650 + VAT | iNFO | BOOK |
Supervisor Course (For Mortgage and Protection firms) *Supervisor Course (For Mortgage and Protection firms)Mortgages Protection Compliance Wednesday 2 October, 10.00-12.30Online over 2 days - 2nd & 3rd OctoberCost: £650 + VATA two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities. |
Online | Wednesday 2 October | £650 + VAT | iNFO | BOOK |
Best Practice Event Best Practice EventCompliance Tuesday 26 November, 10.30-12.30OnlineFollowing fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024. As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas. |
Online | Tuesday 26 November | FREE | iNFO | BOOK |
Supervisor Course (For Mortgage and Protection firms) *Supervisor Course (For Mortgage and Protection firms)Mortgages Protection Compliance Wednesday 4 December, 10.00-12.30Online over 2 days - 4th & 5th DecemberCost: £650 + VATA two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities. |
Online | Wednesday 4 December | £650 + VAT | iNFO | BOOK |
* If you’re not yet subscribing to Paradigm’s compliance services, one of the Sales team will be in touch when we receive your registration to discuss this further and to arrange your attendance where possible.
Register
Please click here to register for any of our forthcoming events. If you’re not yet subscribing to Paradigm’s compliance services, one of the Sales team will be in touch when we receive your registration to discuss this further and to arrange your attendance where possible.
I just wanted to take this opportunity to thank you for inviting me to the Paradigm Specialist Protection Event… This was the first event that I have been to in my new role as a Protection Adviser, and I have taken such a lot from it.
Linda
Puzzle Financial SolutionsYour events are always very welcoming, friendly and informative, so well worth attending with other like minded professionals.
Marilyn Holmes
Ashley Price AssociatesI found the course very useful and I have come away with lots of action points to review. I also enjoyed the presentation style which certainly helped to keep our attention.
Gia Rhone
Cockburn LucasIt was a great event and following Tim’s at Exeter Friendly’s presentation I have been able to place a tricky life case for a client with diabetes, so very worthwhile attending.
Mark Weller
Financial Profiles Limited5/5 for relevance, delivery as promised, quality of presentation and handouts I found the course extremely helpful and gave some good additional points of action that we are currently missing. Graeme taught the course amazingly, the right balance of information with the ability to go off track a little bit to clarify a few points
Katie Badiani
Compliance Manager from First FinancialTHIS SITE IS FOR PROFESSIONAL INTERMEDIARY USE ONLY AND NOT FOR USE BY THE GENERAL PUBLIC.
Paradigm Consulting is a Member of the Association of Professional Compliance Consultants
Useful Links
Paradigm Consulting is a trading name of Paradigm Partners Ltd
Office address: Paradigm Partners Ltd, Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND
Paradigm Partners Ltd is registered in England and Wales. No.09902499. Registered Office: As above