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Personal Finance Society
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Q1 2017 Regional Conferences Announced

Good practice for a topsy-turvy world

We will be kicking 2017 off with a great topic line-up for your quarter-one regional conferences. FCA will be joining the programme to share good practice insights from their advisory process review work and Square Mile Research will demonstrate the risks of over reliance on suitability tools. Other Q1 highlights include:

  • Managing risk in a topsy-turvy world
  • A year of living dangerously? - Global markets outlook for 2017
  • Income and value investing
  • Planning to avoid the pensions tax traps - A case study from Technical Connection

View your next local event and reserve your place now


Benefits of attendance

  • Gain essential and business relevant insight and ideas
  • Eligible for up to 4 hours of structured CPD (should you consider it relevant to your development needs)
  • An opportunity to network with your peers and share good practice
  • Understand how your professional body is working to influence Government and regulators
  • Meet your regional committee and understand what other membership resources are available
  • Lunch and refreshments will be provided

Event Registration 

Following member feedback we are delighted to be able to introduce a more intuitive and streamlined events booking system for quarter two. Improvements for members include:

  • Manage your event bookings via an online portal
  • Single login to access the portal
  • View your event history
  • Store & download CPD certificates


This event has been accredited by the Personal Finance Society and the Chartered Insurance Institute, and will qualify for up to 4 hours of structured CPD should you consider it relevant to your professional development needs.

In association with our partners in professionalism

q1 2017 PiPs