Throughout the year, Paradigm run a wide range of events which will help you to gain understanding on important topics, hear relevant market and product information and meet your CPD requirements. We regularly host Mortgage, Compliance and Protection events which provide attendees with valuable updates from both Paradigm and selected Strategic Partners. Each event is carefully planned and organised to deliver maximum value in a concise and efficient manner.
We’d be delighted to see you at an event soon! Please see below for further details on all upcoming events.
Upcoming Events
Event
LOCATION
DATE
COST
Southampton Mortgage and Protection Workshop
Southampton Mortgage and Protection Workshop
MortgagesProtection
Tuesday 21 April, 10.00-14.00
Holiday Inn Southampton - Eastleigh M3, Jct13 by IHG
Join some of the Paradigm team, including your personal area Business Development Director, for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be National Friendly, Principality, OSG Group, HSBC Mortgages, MT Finance & Cirencester Friendly with more to be announced.
Join some of the Paradigm team, including your personal area Business Development Director, for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be Scottish Widows, Paragon, CHL Mortgages, Kensington Mortgages, LiveMore and Aviva.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The Providers joining us for this webinar will be announced shortly.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The providers joining us for this event will be National Friendly, Underwrite Me, Royal London, Legal & General and Shepards Friendly.
Supervisor Course (For Investment and Protection firms) *
Supervisor Course (For Investment and Protection firms)
ProtectionCompliance
Wednesday 10 June, 09.30-12.30
Online over 2 days - 10th & 11th June
Cost: £650 + VAT
What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.
The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.
What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.
We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements.
Delta Hotels Worsley Park Country Club, Worsley Park, Worsley, Manchester M28 2QT
Join some of the Paradigm team, including your personal area Business Development Director, for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be Smoove, Zephyr Homeloans, Coventry Building Society, West One, Brightstar & First2Protect.
Supervisor Course (For Mortgage and Protection firms) *
Supervisor Course (For Mortgage and Protection firms)
MortgagesProtectionCompliance
Tuesday 16 June, 09.30-12.30
Online over 2 days - 16th & 17th June
Cost: £650 + VAT
What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.
The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.
What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.
We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements.
Join some of the Paradigm team, including your personal area Business Development Director, for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be Legal & General, Paragon Bank, LendInvest, Crystal Specialist Finance & The Exeter.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The Providers joining us for this webinar are Legal & General, Scottish Widows, Cirencester Friendly & Aviva.
Supervisor Course (For Investment and Protection firms) *
Supervisor Course (For Investment and Protection firms)
ProtectionCompliance
Tuesday 20 October, 09.30-12.30
Online over 2 days - 20th & 21st October
Cost: £650 + VAT
What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.
The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.
What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.
We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
Supervisor Course (For Mortgage and Protection firms) *
Supervisor Course (For Mortgage and Protection firms)
MortgagesProtectionCompliance
Tuesday 27 October, 09.30-12.30
Online over 2 days - 27th & 28th October
Cost: £650 + VAT
What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.
The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.
What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.
We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The Providers joining us for this webinar are Scottish Widows & iPipeline, with more to be announced.
* 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 Solutions
Your events are always very welcoming, friendly and informative, so well worth attending with other like minded professionals.
Marilyn Holmes
Ashley Price Associates
I 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 Lucas
It 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 Limited
5/5 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 Financial
“A really valuable Mortgage & Protection workshop. we learned so much which will no doubt convert to business. Two informative presentations plus 4 round tables covering several lenders and Insurance providers. We met great BDMs and industry colleagues, had a fantastic lunch and was back in the office all within 4 hours. Really worthwhile and a will be a permanent fixture in our diaries as a must attend event”.
Rachel Lummis
Mortgage & Protection Adviser at Xpress Mortgages
It is hard to get excited about compliance, but Graeme, you seem to, and it is infectious.
The course has raised a number of points that we will go away, review and implement. A fine refresher of some of the most recent pieces of regulation that have come into play.
