PFS Exeter & North Devon Members CPD Day

A full day of 5 topical speakers from Family Investment Companies, Cash Flow Modelling, AI within Financial Advice, Market Tremors and Tectonic Shifts, & Soft Skills Session.

* Sam Goodway - Fidelity International. Market Tremors and Tectonic Shifts

In this presentation, we will embark on an exploration of the shifts experienced by investors in recent years and explore why these shifts seem to be occurring at an ever faster pace.  We’ll ask are we in an AI bubble, look at the political situation at home before exploring the global investment landscape.  As we transition to the contemporary landscape, we’ll  identify recent changes in the world order, challenge the current status quo of American exceptionalism before rounding out with a look at the opportunities of the future. 

* Michaela Pashley FPFS PoFP - Practical Financial Exams Limited. The Maths Behind the Models: How Cashflow Modelling Works.

While packaged cashflow modelling tools appear to have won the market over, it is essential that Financial Planners understand what's going on 'behind the scenes', both when producing a cashflow model for testing the achievability and sustainability of a plan, and when producing and evaluating a numerical capacity for loss figure.

* Steve Howell. Acadia Group. Full session on Family Investment Companies.

* Peter Thompson - Focus. 

Cutting through the AI noise, where technology actually matters in financial advice. Our mission is to help firms streamline delivery, cut unnecessary admin and use data and automation in ways that support – not replace – professional advice.

At Focus, we help firms connect people, processes and technology so advice can thrive consistently, compliantly and at scale. We help you:

• Extend your client reach without compromising on quality.

• Reduce administration and operational costs so the business can thrive and focus and what really matters

• Attract and retain talent with tools that make advice delivery efficient and rewarding.
• Innovate with confidence, knowing compliance and client trust are built in.
• Engage every generation with flexible, transparent, human-centred advice.

* Matt Cordas - Plus Group. Soft Skills session.

* Helen West - West Financial Man Co Ltd. 

Helen will be attending MDRt Annual meeting in Anaheim. The short presentation on programming your mind for success.