Events

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 roadshows provide independent analysis, commentary and insight covering a comprehensive range of areas and industry topics - including funds and retirement.

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

Defaqto Engage Cashflow Modelling

8 December, 10:00-11:00

A demonstration of Defaqto’s new cashflow module: 2022 Review – a look back on what has been added to Engage in 2022 Engage roadmap and upcoming events

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