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 virtual series

5 July, 10:00-11:00

Maximising Engage to support your advice process and CIP We are running a one hour virtual session that will give you the opportunity to hear about our Financial planning tool Defaqto Engage.

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