The half-day sessions from the IFP-sponsor firm were first held last September and received a good response from delegates.
The theme of the sessions this time will be client suitability and topics include risk profiling, cashflow modelling and macro trends for adviser businesses approaching RDR.
Speakers include Phil Billingham CFPCM from threesixty on client and investment suitability, Robert Reid CFPCM from Syndaxi Financial Planning on cashflow modelling and Paul Resnik from Finametrica who will speak about what the FSA wants from advisers relating to risk profiling.
The session on macro trends for adviser businesses approaching RDR will be given by Malcolm Kerr of EMEIA Financial Services and draws on recent research from Ernst and Young.
The research forecast that many customers would turn away from retail funds post-RDR and advisers would be focusing on institutional clients instead.
Chairing the sessions will be a variety of well-known names such as Nick Cann, chief executive of the IFP, Lee Robertson from Investment Quorum and Fraser Donaldson from Defaqto.
Sessions will take place during the last week of March on 26 March in Birmingham, 27 March in Manchester, 29 March in London and 30 March in Southampton.
For more information or to register for a session click here