We run a range of virtual and face to face 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.

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

2023 DFM virtual event series

22 and 23 February, 10:00-11:40 both mornings

About our 2023 DFM virtual. Join Waverton Investment Management, Quilter Wealth, Parmenion,  Momentum Global Investment Management, and Defaqto for the latest developments in the world of DFM. These events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

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