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Academy Events

You have access to a variety of face to face and digital events - find out about forthcoming events that are relevant and convenient for you.

National Financial Planning Symposiums


If you missed the chance to attend the Personal Finance Society National Financial Planning Symposiums, or you wish to go back over what you heard on the day, then please use the links below to watch the recordings of the sessions.

Download the slides (pdf) »

President's focus for his year of office 

New Personal Finance Society President Brendan O'Ciobhain outlines his key objectives for the upcoming year.

Play video »


CEO's address 

Personal Finance Society CEO Keith Richards highlights recent work with Government and Regulators, key successes & milestones from the past year, and areas of focus for the year ahead.

Play video »


Governments agenda for pensions and retirement issues 

In a pre-recorded address, the Minister of State for Pensions, Baroness Ros Altmann, provides insight into the Government's agenda for pensions and retirement issues.

Play video »


Have pension reforms gone far enough? 

The Government's pension reforms have rewritten the rule book on pensions practice. The implications for clients and advisers are far reaching. Partnership CEO Steve Groves looks at the practical changes for us all today, considers some of the new issues and asks the question "what next for pensions?".

Play video »


Delivering predictable income in retirement - the debate 

This session looks at the issues and challenges for advisers, and our panel debates how we can help our clients achieve a predictable income in retirement.

Play video »


Positioning your financial planning businesses for success

In this debate the practitioner panel discusses good practice in relation to:

  • Articulating your value proposition to clients
  • The effective marketing of your business
Play video »


Building a professional adviser practice - three components of success

Nick Bamford has built his practice over many years. During this session Nick shares with us the importance of having robust systems and processes, the value of strong teamwork and building your own brand.

Play video »


Horizon 2020  - Perspectives on your future consumers

The way we live our lives is changing like it never has before; technological advances mean that we bank on our iPads, pay for tube fares with your iPhone and can use your debit card without entering a pin. So what will the world of the consumer be like in 3, 5 and 10 years time? Futurologist Dr James Bellini offers some insights.

Play video »


Global regulation and technology driven change impacting the advice market

Rod Bryson from Capgemini shares with us his insights gleaned from working with leading global financial services brands.

Play video »


Positioning your financial planning businesses for success 

In our final practitioner session the panel will discuss good practice in relation to:

  • Getting your fee structures right
  • Structuring your business efficiently
  • Understanding what your clients want
Play video »


From Sales to Profession

Geoff Burch wraps up the day with his light hearted reflections and observations, drawing on his experiences of working with other professions.

Play video »


In association with our partners in professionalism:


Events available to all members


Regional Events

Every quarter Personal Finance Society 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. A comprehensive programme is structured to offer a balance of technical and soft skills  training and good practice guidance. A case study provides an opportunity to share ideas and 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 that you can implement to the benefit of your business and clients alike.

Find out about upcoming regional events »

Specialist Regional Roadshows

In addition to the regional events we host a limited number of Specialist events focusing on a particular topic. During March 2016 we will be running a series of Mortgage and Protection roadshows throughout the UK. 

Find out about upcoming specialist regional roadshows »

Chartered Member Events


Chartered Connections

Chartered Connections is an initiative developed by the Personal Finance Society and run by a group of volunteers, Chartered Champions, to hold mutually beneficial educational events which provide a forum for networking and sharing best practice.

We currently work with a variety of Law and Accountancy firms to provide in depth and relevant CPD for all professionals alongside the opportunity to network.

Find out about upcoming Chartered Connections events »

To find out more and/or to get involved with the Chartered Connections initiative please email Martin Wells.

Chartered Awards

Launched in 2009 the Personal Finance Society's Chartered Awards recognise the positive contribution that Chartered status is making to the reputation of financial planning as a trusted and valued profession. Please click here for the list of 2015 Chartered Awards winners.