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Essential business relevant CPD and best practice guidance - Every Quarter

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.

Q2 Regional Events

Lifetime Cash Flow Modelling, the Budget, Income planning in early retirement and Crowdfunding

For the Personal Finance Society's quarter two regional conferences delegates can look forward to a varied programme that will delve into the pros/cons of lifetime cash flow modelling, provide key updates from the April 2015 Budget, discuss the effect of the recent pension reforms on income planning in early retirement and offer an insightful  introduction to crowdfunding.

As well as practical business and practice management ideas these events qualify for up to 5.25 hours of structured CPD. 

Q2 sessions include:

Refreshments and networking lunch will be provided.

Be sure to reserve your free place now:


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. Many sessions will be filmed and made available via the online resources section of the website.

Quick links

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Regional Conferences

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