CPD Workshops
Maintaining your competitive advantage
Launching in Q2 2012, the J.P. Morgan Asset Management Academy is delivering an ongoing series of structured and accredited CPD workshops for IFAs and Paraplanners, aimed at assisting Advisory firms in maintaining a sustainable competitive advantage.
A series of three hour workshops, delivered across the UK, aiming to assist individuals and firms in a number of key areas divided into three areas:
- Market insights – refreshing and educating advisers on financial concepts
- Client insights – exploring your clients’ behaviour and improving communication styles
- Business insights – the opportunity for owners and principals to develop business
Dates, locations and registration
Upcoming workshop topics
You can see which topics are being covered in the next round of Maintaining your competitive advantage workshops in our latest brochure
Market volatility kit
Available to download and use with your clients, the Market volatility kit aims to help your client’s understand long-term investing. Read more