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Personal Finance Society
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Specialist Events

The Personal Finance Society runs a series of specialist events every quarter. These full day events focus in on one key topic, with a range of subject matter experts running seminars and workshops. Additionally we also co-host a number of ad hoc events that take place all over the country. 

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

 SAVE THE DATE:

Mortgage and Protection Roadshows: 

Region

Date

Venue

Leeds

09/10/2018

Elland Road

Birmingham

10/10/2018

Ramada Sutton Coldfield

Kent

16/10/2018

Mercure Maidstone

London

18/10/2018

Cavendish Conference Centre.

Norfolk

22/10/2018

Dunston Hall

Central Scotland

23/10/2018

Crowne Plaza Glasgow

  Highlights of the agenda will include:

  • Mortgage Market Overview
  • Lender discussions
  • Specialist lending
  • Protecting your clients
  • Equity Release
  • Technology
  • Conveyancing

To register your interest, please email info@thesmp.org with your preferred location.

Webinars

'Broker Guide to Second Charge Mortgages' - Tue, Jun 5, 2018 10:00 AM - 10:30 AM

Presenting you with a free ‘smart guide’, the webinar will help you learn exactly what Second Charge mortgages are, when they can help your clients and a step-by-step process explaining exactly how to place Second Charge mortgages.

This session will be presented by Paul Huxter, Head of Sales, Enterprise Finance Ltd.

Learning Objectives:

  • What Second Charge mortgages are
  • When Second Charge mortgages can help clients
  • How to arrange Second Charge mortgages

Register your place »

 

Past Events

Recordings of Past Events

 

 

Information

CPD
 

PFS AccreditedMembers 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. 
 

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