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
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
Q2 2016 Regional Conferences
For quarter two we have another packed and varied
programme of practical and business relevant CPD. Changes and
opportunities resulting from the Budget will form a central part of
the day, with essential highlights including:
- Budget 2016: Implications and opportunities - Technical
- Business protection for a nation of SMEs - Research
- The 6 key elements of a strategic plan - 3 short 'how to'
videos from Steve Billingham
- Fiona Tait will take a closer look at changes to pensions tax
- Working with predictable bias (and other behavioural finance
- Reviewing DB pensions schemes
- Who wants to be a Fund Manager?
Regional Conferences- find out more »
Watch Recordings of Past Regional Conference
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.