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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 2017 Regional Conferences

We will be kicking 2017 off with a great topic line-up for your quarter-one regional conferences. FCA will be joining the programme to share good practice insights from their advisory process review work and Square Mile Research will demonstrate the risks of over reliance on suitability tools.

Other Q1 highlights will include:

  • Managing risk in a topsy-turvy world
  • A year of living dangerously? - Global markets outlook for 2017
  • Income and value investing
  • Planning to avoid the pensions tax traps - A case study from Technical Connection

Q1 2017 Regional Conferences- find out more »

Past Events

Watch Recordings of Past Regional Conference Sessions

2016

2015

2014

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. 
 

Quick links

Regional Conferences

Not already a member?

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