Exceptional demand for financial planning workshops

Cofunds, the leading independent platform for financial planning, has seen record numbers of advisers sign up for its upcoming roadshow of financial planning workshops, hosted in conjunction with Distribution Technology.

Over 400 advisers have already signed up for the workshops that promise to show advisers and paraplanners how to get the most out of the new suite of financial planning tools available on the Cofunds platform.

The workshops, which run from 15 June to 9 July, will kick off in Penrith and finish in Reading, taking in 15 towns and cities along the way including Manchester, Taunton, Bath and Edinburgh.

Alastair Conway, Sales & Marketing Director at Cofunds said: “Clearly there is a growing appetite among advisers for practical advice on how to get the most out of platforms and the tools and services they provide.  We have worked with some of the industry’s most respected suppliers, such as Distribution Technology, to bring these tools onto the platform to help advisers to carry out financial planning in the easiest possible way.  Platforms now offer so much more than simply transactional support and the popularity of these workshops shows that advisers are keen to take full advantage of this. 

“By attending these workshops advisers can really see how to get the most out of platforms, something which is absolutely crucial in the lead up to and aftermath of the RDR.”

If you would like to register for a space at a workshop please click here.