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Free regional conferences exclusively for PFS members

Your free Personal Finance Society regional conference is your opportunity to stay up to date with the developments impacting your profession. Learn about the latest planning techniques from leading subject specialists and share best practice 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 and ideas that you can implement to the benefit of your business and clients alike.

Q3 Regional Conferences
Feedback from members attending their Q2 conferences rated the FCA's guidance on client risk assessment as extremely valuable. We are delighted therefore that FCA speakers will again attend Q3 events; this time with guidance focused on costs and suitability when recommending investment solutions. 

Programme highlights for Q3 2014 include:

  • The impact of costs and adviser charging on suitability - FCA 
  • New world alternatives to traditional retirement advice strategies 
  • Is Low Risk the new High Risk? - Measuring risk in the fixed income market  
  • Using platforms to increase client engagement in retirement planning 
  • Taking a global perspective on country and sector growth drivers 
  • Case Study - Investing for income 

Refreshments and networking lunch will be provided.

Be sure to reserve your free place now »


Members attending one of these events can claim up to 6 hours of 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.

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