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Connect: financial planning practice masterclass

Using case studies and interactive sessions, these sessions put complex technical information in a format that is easy to understand.

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Welcome to Connect

Connect is an event that helps paraplanners and adviser support staff expand their technical pensions and investment knowledge.

What can you expect from our sessions?

Our Connect events create a network for paraplanners and provide support for those of you working towards chartered status. Our upcoming webinar session will cover topical educational material and the latest from AJ Bell Investcentre. We include content linked to the R0 and J0 CII exam syllabi. Detailed case studies will also be used to help aid learning and put information into practice.

We will be joined by industry experts who will deliver a variety of sessions, including the latest policy updates, an investment focus and our most sought-after content – technical support.

Secure your place

To register, just click ‘Get your access link here’ below.

About the day
What's new at AJ Bell: financials and developments
Robert Cope
Business Development Consultant
AJ Bell Investcentre

Business Development Consultant Robert Cope will be your host for our Connect 2025 Winter webinar. He will give a quick reminder of what’s in store, and introduce each session, before running through the most recent business financials and our latest platform developments, including an overview of our exciting new app-based platform – AJ Bell Touch.

About Rob

2025 Budget: what you should know
Rachel Vahey
Head of Public Policy
AJ Bell

Our Head of Public Policy, Rachel Vahey, joins us to discuss the changes brought by the 2025 Budget, taking place at the end of November. She will highlight the main points of focus which could impact you and your clients.

About Rachel

The importance of proactive bond market management
Manan Goyal
Junior Portfolio Manager
AJ Bell Investments

In today’s challenging markets, fixed income investing is about much more than taking a static approach by simply tracking the global bond index.

In this session, Junior Portfolio Manager Manan Goyal explores why proactive bond market management is essential for achieving stable returns and mitigating risk. He’ll break down key concepts such as Yield to Maturity (YTM), the role of duration management in navigating interest rate movements, and how the yield curve provides valuable insights into market expectations and portfolio positioning. Whether your goal is income generation, diversification, or capital preservation, understanding how to manage bonds effectively can help optimise performance and strengthen your portfolio across market cycles. This closely links with the J10 module of the CII exam syllabus.

About Manan

Financial planning practice masterclass
Joshua Croft
Senior Technical Consultant
AJ Bell

Join us for a special edition of Connect – a live study session with Senior Technical Consultant, Joshua Croft.

Joshua will explore the practical application of financial planning principles as outlined in the CII exam syllabus, with a particular focus on retirement and estate planning. He’ll take you back to the classroom with real-life case studies to help make sense of complex scenarios.

Joshua will also touch on personal taxation, with a link to how the UK tax system shapes personal financial planning – revisit the fundamentals and focus on income tax, capital gains tax, and inheritance tax.

As this is a live session, you will get the opportunity to ask questions and get the clarification you need to succeed in your exams.

Packed with practical insights, illustrative case studies and exam-friendly tips, this is a must-attend session.

About Josh

Connect 2025 Winter Webinar
A leading line-up of industry experts
Full agenda
TBC

It’s official – Connect is returning!

This December, we’ll be broadcasting a Connect Webinar with content designed specifically for paraplanners and adviser support staff.

Our sessions will feature plenty of case studies, as we put complex pensions and investment topics into an easy-to-understand format, ensuring you leave with practical knowledge you can apply right away.

Speaker details will be released in the run up to the event, but we promise it’ll be our usual five-star content – so why wait? Register today and save the date. We’ll share more details soon.

About Connect

Get in touch

Got a question or want to provide feedback? Contact our events team below

Kirsty Zollinger
Kirsty Zollinger
Events Manager
Email Kirsty

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