We are delighted to announce BMO Adviser Edge; a new service designed to add value to UK advice professionals. Join us at one of the technical workshops, running between 26 November and 5 December at 12 locations nationwide.
The team comprises a chartered financial planner and highly qualified investment professionals. At these interactive workshops, they will delve deeply into areas such as IHT, Trust and retirement planning. Each session qualifies for two hours of CPD.
Supported by online resources
Additionally, we have launched the BMO Adviser Edge zone as part of the BMO website. This site is split into three areas - Financial Planning, Investments and Practice Management. We will draw on experts here at BMO as well as respected specialists from the wider investment advice community to make topical contributions that we believe will add value to you, your clients and your business.
The emphasis of both the technical seminars and website resources is on practical value to your business and clients. BMO Adviser Edge aims to provide ‘insights to enhance better client outcomes’ by sharing knowledge and insights.
We are confident you will find BMO Adviser Edge helpful to your business, and we really look forward to your feedback and working with you going forward.
All events are accredited for 2 hours of structured CPD
Thank you for your interest in the BMO Adviser Technical Seminars. To register to attend, please fill in your details and select the appropriate event location from the list below. If you require more information, please e-mail firstname.lastname@example.org.