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In person events

 

Our approach is evolving in 2024. PFS XCHANGE will bring you larger, multi-streamed events offering a greater choice of content for all. PFS Local will deliver events across each of our 26 regions. 

PFS XCHANGE

Experience technical masterclasses, balanced with skills development, career pathway workshops and interactive good practice development sessions at our XCHANGE events in 2024.


Introducing XCHANGE, a fresh approach to events in 2024!

During 2024 we’re going to be delivering fewer – but larger, more impactful – multi-streamed events offering a choice of content for a wide variety of roles. From advisers and paraplanners to compliance specialists and those in back-office roles, we will be offering something for everyone across the financial planning community. 

Experience technical masterclasses, balanced with skills development, career pathway workshops and interactive good practice development sessions. 

Our first series of XCHANGE events will explore Later Life Planning Conundrums. Click on the location closest to you to explore the programme and book today.

XCHANGE Later Life Planning Conundrums London*

Date: Tuesday 27 February

Location: etc.venues 155 Bishopsgate, London

*Wait list in operation

XCHANGE Later Life Planning Conundrums Southampton

Date: Thursday 29 February

Location: Hilton at the Ageas Bowl

XCHANGE Later Life Planning Conundrums Glasgow

Date: Tuesday 12 March

Location: Crowne Plaza Glasgow

XCHANGE Later Life Planning Conundrums Manchester

Date: Thursday 14 March

Location: Old Trafford Football Club

Other events

Purely Paraplanning: Thriving in a Changing Landscape

Date: Wednesday 8 May

Location: etc.venues, St Paul's, London

Register now

PFS National Conference

Date: Tuesday 12 November

Location: Manchester Central, Manchester

Registration opening later in 2024.