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Essential business relevant CPD and best practice guidance

About 

Every quarter Personal Finance Society members are invited to attend a regional conference, offering an opportunity to stay up to date with the developments impacting the profession, with guidance from leading subject specialists. A comprehensive programme is structured to offer a balance of technical and soft skills  training and good practice guidance. A case study provides an opportunity to share ideas and insights with your peers.

As well as offering high quality, independent structured CPD, these events will arm you with business relevant insights that you can implement to the benefit of your business and clients alike.

Upcoming Events

Q2 2017 Regional Conferences

The focus of the Q2 regional conferences will be on understanding the practical implications and opportunities arising from the 2017 Budget. Other key themes of this quarter's broad programme include risk and retirement planning. Other Q2 highlights include:

  • Pension transfers - Freedoms, permissions, risks & suitability
  • Targeted absolute returns - Their role in holistic, balanced portfolios
  • Pension freedoms - Behavioural insights that drive the advice process
  • Value investing - The psychology of value for an inflationary environment
  • Protection - Our duty of care and the modern advice process
  • Radically rethinking risk - Broadening definitions to achieve retirement goals

 Q2 2017 Regional Conferences »

Past Events

Recordings of Regional Conference Sessions

Useful Information

CPD
 

Members attending one of these events can claim CPD, should they consider the content to be relevant to their own learning needs, helping them to satisfy their annual commitment to professional learning and development. 
 

Regional Conferences

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.