The CISI Financial Planning Annual Conference 2016

3-5 October 2016 - Celtic Manor Resort, Newport, South Wales

About the conference

The CISI Financial Planning Annual Conference is where the leaders of the profession from the UK and overseas come to talk about what’s going on in financial planning.

We are excited to welcome our new members from the financial planning community to the conference, as well as our existing members from wealth management functions and firms. Together, we will explore new powerful tools and techniques, as well as listen to ideas which challenge conventional thinking.

This financial planning conference is a 'must attend' event for many CISI financial planning members and Accredited Financial Planning FirmsTM. It provides opportunities for personal and business development, quality structured CPD, the sharing of best practice, catching up with friends and making new connections.

Conference countdown


What can you expect?

The conference returns with even more keynote speakers, motivational talks and technical presentations than previous years. High profile speakers from in and out of the profession will share their expert tips and provide unique insights into the evolving financial planning and wealth management landscape.

Delegates include the most experienced and highly qualified financial planning professionals from across the UK, most of whom are business owners, managers and key decision makers.

Offering a variety of sessions, speakers, exceptional networking opportunities, an interactive exhibition, all in a five star setting, this really is the one not to miss. The programme is designed to allow the opportunity to engage in discussion with professionals and make outstanding business connections.

The CISI Financial Planning Gala Awards 2016

The CISI’s Financial Planning Awards recognise the outstanding achievement of individuals and firms across the UK Financial Planning profession with a wide range of awards UK. Each award is independently assessed by a judging panel or an independent assessor.


The results are based on merit alone. Those who succeed can be duly proud of their achievement and fully deserve the respect and plaudits of our profession as well as the clients for whom they provide such a valuable service.

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