The CISI Financial Planning Annual Conference 2016


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




About the conference

Over 450 delegates, speakers, exhibitors and sponsors attended the acclaimed Financial Planning Annual Conference 2016 – Stand Tall Together, which was held on 3-5 October 2016.

We were excited to welcome leaders of the financial planning community to the conference, as well as our existing members from wealth management functions and firms. Together, we explored new powerful tools and techniques and shared ideas which challenged conventional thinking.

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


Expert Insight

The conference returned with over 50 keynote speakers providing motivational talks and  technical presentations. High profile speakers from in and out of the profession shared their expert tips and provided unique insights into the evolving financial planning and wealth management landscape.

Delegates included the most experienced and highly qualified financial planning professionals from accross the Uk and beyond, most of whom are business owners, managers and key decision makers.

The three-day conference offered a variety of sessions, speakers, exceptional networking opportunities, an interactive exhibition, all in a five star setting. The programme was 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.

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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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