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Personal Finance Society
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Business relevant CPD & 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. 


Q3 2018 Regional Conferences

Your Q3 regional conference begins on 3 July in Sussex and runs through to (after a summer break) 4 October in the Isle of Man. This quarter you can expect a thought provoking mixture of high quality content, all of which can contribute towards your business relevant CPD.




Highlights include;


  • Going digital – Business benefits and how to overcome key challenges
  • Social impact investing – satisfying client demand
  • Risk, volatility & income – Building low risk portfolios an understanding drivers in fixed income markets
  • Workplace evolution – identifying new opportunities
  • Financial resilience - Recognising evolving customer protection needs

Q3 Regional Conference - locations and dates

Past Events

Recordings of previous sessions

View earlier conference recordings and other useful video content on our Vimeo channel.

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.