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Essential business relevant CPD and best practice guidance - Every Quarter

About the Regional Conferences

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.

"Overall, these conferences are an excellent aspect of PFS membership. Courses of similar quality and technical information would cost a significant amount of money to attend in the open market." 

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

Q1 2016 Regional Conferences

Your first quarterly events of 2016 will not only be packed with the usual high quality and business relevant CPD, but members can also expect a greater focus on some of the soft skills that could enhance effectiveness.

The quarter one programme highlights include:

  • A look ahead to see if  2016 will be a better year for financial markets;
  • Using a hybrid model to give pension freedoms both flexibility and income guarantees;
  • An overview of the recent changes to the tax treatment of UK dividends;
  • Balancing the risks of 'income plus' higher yield products with those offering lower natural yields;
  • Building trust in seconds, getting appointments without rejection and the 15 magic words that get more clients;
  • The case study will focus on structuring an appropriate protection portfolio for the owners, directors and employees of small businesses.
  • Structuring and running an investment committee from a regulatory perspective;

Q1 2016 Regional Conferences- find out more »

Past Events

Watch Recordings of Past Regional Conference Sessions

Useful Information


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. 

Quick links

Regional Conferences

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