Solution introduction

The product, industry and regulatory landscape are hugely complex and constantly evolving

We run a range of events for financial advisers to help maintain your product knowledge and keep you up to date with key industry and regulatory developments - ultimately, helping reinforce the value you offer clients and supporting your delivery of compliant advice.

Our conferences, roadshows and webinars provide independent analysis, commentary and insight covering a comprehensive range of areas and industry topics - including discretionary fund management, funds and retirement.

Defaqto events are typically accredited by the Chartered Insurance Institute (CII), Personal Finance Society (PFS) and Chartered Institute for Securities and Investments (CISI) towards continuing professional development.

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