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X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20240515T120000
DTEND;TZID=Europe/London:20240515T140000
DTSTAMP:20260613T064657
CREATED:20240322T160858Z
LAST-MODIFIED:20250422T123325Z
UID:17820-1715774400-1715781600@ebi.co.uk
SUMMARY:How to build a CIP with Debbie and Keaton from ebi\, plus Sian Davies Cole from Plan Works
DESCRIPTION:How to build a CIP with Debbie and Keaton from ebi\, plus Sian Davies Cole from Plan Works\n\n\n\nHosted by Debbie and Keaton plus Sian Davies Cole from Plan Works will discuss ‘How to build a CIP’. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nDebbie Holmes\n\n\n\nDebbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms\, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers. \n\n\n\n\n\n\n\nKeaton Jones\n\n\n\nKeaton is Business Development Manager within ebi. Joining in 2022\, his main responsibilities include actively managing client relationships\, researching new business opportunities\, leading sales and training meetings and taking responsibility for day to day project management. \n\n\n\n\n\n\n\nSian Davies\n\n\n\nSian spent several years working in independent financial planning firms\, then changed tack and entered the world of outsourced paraplanning. Sian believes paraplanning works best a a collaboration between financial planner and paraplanner\, and having a strong awareness of the skills and personalities involved in both roles is key.
URL:https://ebi.co.uk/events/how-to-build-a-cip-with-debbie-and-keaton-from-ebi-plus-sian-davies-cole-from-plan-works/
LOCATION:Manchester\, Revolution\, M1 5LH\, Revolution\, Manchester\, M1 5LH\, United Kingdom
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/03/manchester-1.png
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DTSTART;TZID=Europe/London:20240515T130000
DTEND;TZID=Europe/London:20240515T140000
DTSTAMP:20260613T064657
CREATED:20240507T150855Z
LAST-MODIFIED:20250422T123325Z
UID:17901-1715778000-1715781600@ebi.co.uk
SUMMARY:ebi's Cash Plus Portfolio Product Launch
DESCRIPTION:ebi’s Cash Plus Portfolio Product Launch\n\n\n\nAshley Owen and Jonathan Griffiths\, CFA\, introduce ebi’s new Cash Plus portfolio and how it fits into its product range. \n\n\n\nTopics include: \n\n\n\n\nUnderstanding the Money Market asset class\, and fund implementation frameworks\n\n\n\nUnderstanding the Short Duration Bond asset class\, and fund implementation frameworks\n\n\n\nExploring how sustainable investing is incorporated within the Cash Plus approach\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nAshley Owen\, Head of Business Development at ebi \n\n\n\nAshley Owen is Head of Business Development at ebi Portfolios. Joining in 2020\, Ashley is the main point of contact for any new adviser enquiries\, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management\, both in the channel islands and London\, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m\, over seeing DFM operations\, conducting fund due diligence and maintaining client relationships.  \n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi \n\n\n\nJonathan is responsible for investment research and analysis\, communicating information on ebi’s portfolio suite\, and providing investment solutions to clients. Jonathan is a CFA Charterholder\, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.
URL:https://ebi.co.uk/events/ebis-cash-plus-portfolio-product-launch/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/05/website.png
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DTSTART;TZID=Europe/London:20240523T120000
DTEND;TZID=Europe/London:20240523T130000
DTSTAMP:20260613T064657
CREATED:20240429T082502Z
LAST-MODIFIED:20250422T123325Z
UID:17873-1716465600-1716469200@ebi.co.uk
SUMMARY:Cleaning the Green: Preparing for the FCA's green washing regulations with Rebecca Kowalski and Alan Whittle
DESCRIPTION:Cleaning the Green: Preparing for the FCA’s green washing regulations with Rebecca Kowalski and Alan Whittle\n\n\n\nDebbie will discuss the FCA’s upcoming ‘Greenwashing’ regulations with Rebecca Kowalski of Overstory Finance and Alan Whittle of Unburdened Solutions. \n\n\n\nTopics include: \n\n\n\n\nUnderstanding the FCA anti-greenwashing rules.\n\n\n\nIdentify how these fit into wider consumer protection measures.\n\n\n\nRecognise how advisers might be at risk of greenwashing or inadvertently break the anti-greenwashing rules themselves.\n\n\n\nIdentify the sustainability naming and marketing rules and align your investment communications with these.\n\n\n\nUnderstand the interaction with Consumer Duty.\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nDebbie Holmes\n\n\n\nDebbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms\, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers. \n\n\n\n\n\n\n\nRebecca Kowalski\, Director at Overstory Finance\n\n\n\nRebecca decided to launch Overstory Finance to help IFAs embrace sustainable investing / financial planning and ensure that our profession fully plays its part in tackling nature\, resource and climate challenges. Overstory delivers sustainable finance training\, proposition building\, due diligence and communications and collaborates with multiple stakeholders within finance\, other professions\, charities and business groups. \n\n\n\n\n\n\n\nAlan Whittle\, Director at Unburdened Solutions\n\n\n\nAlan is a Chartered Financial Planner and Fellow of the Personal Finance Society\, with an MSc (with Distinction) in Financial Planning and Business Management from Manchester Metropolitan University. Alan also holds specialist qualifications in Compliance and Sustainable Finance. \n\n\n\nAlan splits his time providing Consultancy and Training to financial planning firms via Unburdened Solutions and Understanding Sustainability as well as between researching Behavioural Finance and Impact Investing for a PhD in Financial Planning with Manchester Metropolitan University\, and lecturing in Sustainable Finance at Robert Gordons University in Aberdeen.
URL:https://ebi.co.uk/events/cleaning-the-green-preparing-for-the-fcas-green-washing-regulations-with-rebecca-kowalski-and-alan-whittle/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/04/website.png
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