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Personal Finance Society
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Essential business relevant CPD and best practice guidance


Every quarter 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. 

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

Q3 2017 Regional Conferences

Your quarter three Personal Finance Society Regional Conference has a terrific speaker line-up and will deliver essential structured CPD on a broad range of business relevant topics, including:

  • Fact v fiction in the investment news cycle - who holds all the TRUMP cards?
  • The investment conundrum - changing mindsets to address the savings gap
  • Estate litigation - planning for testamentary Freedom
  • How the platforms evolution is creating new opportunities for advisers
  • Till debt do us part - planning essential for pensions in divorce
  • The Pensions Regulator will provide the latest insights into pension scams and Auto Enrolment.

  Q3 2017 Regional Conferences »

Past Events

Recordings of previous 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. 

Regional Conferences

Not already a member?

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