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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

Q4 2016 Regional Conferences

In our final regional conferences of 2016 members can look forward to a varied agenda that includes essential market insights, business skills, and a focus on the core technical advice areas of retirement, investment and inheritance tax planning. Highlights will include:

A high quality programme of practical and business relevant CPD will include:

  • Inflation - understanding the drivers and designing risk mitigation strategies
  • Investment - a sustainable approach to global megatrends
  • Future proofing - mitigating risk to deliver sustainable retirement incomes
  • Protection - Delivering the wake-up call to clients
  • Skills - Making time your friend
  • Pensions use and mis-use IHT planning

Q4 2016 Regional Conferences- find out more »

Q3 2016 Regional Conferences

We are delighted that the FCA is joining the next round of regional conferences to share with members the key findings from their recent research & due diligence thematic review.

A high quality programme of practical and business relevant CPD will include:

  • Advising our Ageing Population
  • Taking control - important legal issues for clients in later life
  • Regrets? They've got a few….. Considering alternative retirement journeys
  • Income Drawdown Investment Strategies: Theories, Myths and Facts
  • Opportunities in UK Income
  • "The Global Economy on Trial….." Is it on the brink of another major recession?
  • FCA to explore good and poor research & due diligence practices

Q3 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

Not already a member?

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