MICROMODULE: CONSUMER DUTY
Our new micromodules give time- pressed professionals a whistlestop tour of a subject.
This micromodule comprises one video of six minutes’ duration, explaining why Consumer Duty was introduced, what it aims to achieve, the three elements of the Duty, who the rules apply to, and what it means for firms.
CPD: 6 MINUTES
cisi.org/micro-consumer-duty
Events
THE FINANCIAL PLANNING CONFERENCE 2023
hours of CPD 10
cisi.org/financialplanning23 #financialplanning23
This year’s immersive event features three streams of content, with keynote sessions from a renowned psychiatrist, a ‘fanatical’ futurist, and an extreme adventurer, as well as from tech experts, financial planners, and many more.
Unwind over a guided tasting of locally produced wine and celebrate excellence at the Financial Planning Awards reception and dinner.
I&M CAPITAL & CISI WEBINAR: STATE OF MARKETS – REVIEW AND OUTLOOK FOR 2023
Two experts discuss key financial market segments, reviewing 2022 and looking at forecasts for 2023
CPD: 77 MINUTES #WEALTH MANAGEMENT
cisi.org/state-of-markets23
UGH ONLINE RESOURCES, EVENTS, AND PUBLICATIONS, AND DOCUMENT YOUR PROGRESS
CISI.ORG/REVIEW 49
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