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Webinars and events resources

The Financial Services Faculty's webinars and events resources cover a range of topics. If you have missed our webinars/events you can still listen to the recording and download the slides.

Webinar: Tax Alpha – tax planning strategies that deliver added value to your clients

27 September 2016

Contribute to your CPD. Learn how to make the most of financial planning strategies to maintain long-lasting client relationships. This webinar will feature speakers from UBS Wealth Management who will guide you through these strategies.

Webinar: Practice development workshop: Using lifetime cash-flow modelling to build a more profitable business

20 July 2016

This webinar shows how lifetime cash-flow planning and the use of modern financial modelling software can build sustainable client relationships and help firms better manage their professional and regulatory obligations.

Webinar: Resilience, Resolvability and Ring-fencing

02 December 2015 

A range of measures are being introduced to address the challenge of banks being Too Big To Fail.  The webinar will cover some of the key changes.

Webinar: MiFID II

02 July 2015 

Understanding MiFID II – How the directive will impact the European securities markets structure and what investment firms need to do to prepare for implementation.

Webinar: CPD and statement of professional standing

25 June 2015 

This webinar is designed to help retail investment advisers and firms better understand the continuing professional development standards that must be met to obtain a statement of professional standing (SPS).

Webinar: The impact of IFRS 9 on the banking sector

21 April 2015 

The IASB’s long-running financial instruments project was finally completed in 2014. Although the new standard is not effective until 2018, banks will need to start planning for the changes that lie ahead sooner rather later. This webinar, specifically for those in the banking sector, provides a clear, concise overview of the changes that will take affect when the new requirements become mandatory.

Pensions workshop: Budget pension reforms and business opportunities

17 March 2015 

This interactive workshop provides detailed technical information on the new pensions regime, with case study examples to illustrate financial planning opportunities that arise from the pension reforms.

Attestations - let's get accountable

11 February 2015 

This event considers the increasing use of attestations as a formal supervisory tool from the perspectives of those who are required to make attestations and assurance providers who are called upon to help management better understand the implications of attesting and prepare to do so.

Fierce conduct agenda? -  A practical update

3 December 2014 

This event explored the key challenges for financial services firms over the next year and provide opportunity for attendees seek expert answers to their questions.

Webinar: Navigating benchmark reform

07 October 2014  

This webinar will cover a variety of aspects of the benchmark reform agenda which will be of interested to stakeholders across the industry, whether benchmark producers, submitters or contributors, assurance practitioners or other interested parties. 

Client Assets: new firms, new rules 

17 September 2014  

In June 2014 the Financial Conduct Authority published the new client assets rules which have been arrived at following extensive reform after Lehman Brother’s bankruptcy six years ago and the pressing need to overhaul the regime.  This event looks at how to restore trust in benchmarks.  

Global banking reform: a shifting industry structure

26 June 2014 

Our expert speakers share their views on what the future industry structure may look like, the impact of different proposed regimes on capital and business efficiency and help attendees understand how best to move forward.

Stand and deliver: Can you deliver independent retail investment advice?

05 June 2014 

This interactive workshop considered the implications of the FCA’s Thematic Review of the retail investments sector.

Better reporting: A practical update for financial institutions

02 June 2014 

Delegates gained valuable knowledge into what is effecting the financial reporting industry and looking at new developments. 

Suitability 2014 – Meeting the FCA challenge

13 March 2014  

BDO Risk & Regulatory Services provided an update on the FCA’s current views and expectations surrounding the issue of suitability of advice. 

Restoring trust in benchmarks 

27 February 2014 

Delegates joined leaders in the debate to discuss how to restore trust in benchmarks. 

Delivering an independent investment advice proposition in the post RDR world

23 January 2013

This event looked into the legal and regulatory aspects of delivering investment advice and evaluate the various ways that firms can deliver an independent advice proposition in the post-RDR environment.

How to manage a legacy assets business book in the post-RDR world

15 November 2012

The webinar will provide details of the FSA’s rules on the payment of commissions from legacy assets which take effect from 31 December 2012, with practical insight into the management of a legacy assets book in the post RDR world.

Survival of the fittest - Standing out from the crowd

04 October 2012

This webinar investigates how to place yourself in the most prominent position for employment, as well as securing and elevating your position in your current role within the financial services sector.

A Guide to the FSA Retail Distribution Review (RDR)

11 July 2012

Looking into the FSA Retail Distribution Review (RDR) and how it affects chartered accountants.

Mind the gap: Meeting the RDR qualification standards and gap-fill

28 June 2012

Gillian W Tait,  Managing Director, Competent Adviser Ltd and John Gaskell,  Financial Services Faculty, Financial Planning & Advice Manager, speak on how you can Meet the RDR qualification standards and gap-fill.

Update on HMRC guidelines on VAT and RDR Adviser Charging

07 March 2012

Alex Ellerton, Financial Services Risk and Regulatory Practice, BDO LLP and David McDonnel, VAT Services, BDO LLP speak on the Update on HMRC guidelines on VAT and RDR Adviser Charging.