About the CFD Networkshop?

​The CFD Networkshop is a dynamic quarterly online experience designed specifically to support and elevate the work of Adviser Assistants within the CFD community. This collaborative virtual event serves as a space where assistants can learn, connect, and sharpen the skills that help financial practices operate efficiently and effectively.

​During the event, attendees will engage in live discussions, participate in breakout sessions, and work with peers who play an essential role in helping advisers deliver exceptional service. The agenda is shaped by the needs of the group, ensuring that every session offers tools and strategies that can be applied immediately in the day-to-day work of supporting financial advisers.

​Whether new to the industry or a seasoned support professional, the CFD Networkshop offers a unique space to build skills, gain confidence, and strengthen your contribution to your team.

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