CISI Financial Planning Conference 2017: Focus on the Future

Sir Steve Webb, Justin Urquhart-Stewart and former SAS captain Mike Lynch are headline speakers at this year’s conference, which will be held at Celtic Manor Resort, 25–27 September


Book before 26 May 2017 to receive 10% discount Leading with the theme 'Focus on the Future', the CISI's three-day Financial Planning Conference 2017 will be content rich and will provide financial planners and wealth managers with the latest thought leadership across the six steps of financial planning, technical investments, practice management and the legal aspects of advice.

Regulation, technological change, soft skills and ethics will be key areas of focus. However, the conference will retain core financial planning content, including divorce planning, intergenerational planning, cashflow modelling, business protection and clinical negligence claims.

The quality of speakers and content for this year’s event is first class. Key highlights include:

The future of the UK financial services industry
A talk by former minister of state for pensions, Sir Steve Webb, director of policy and external communication, Royal London
Adviser benchmarking study: what do your clients want and need?
Mark Gochnour, head of advisor services, Dimensional Fund Advisors
Legal considerations in the divorce planning process
Paul Cobley CFPTM Chartered MCSI, director at Oak Barn Financial Planning
Ethics in small businesses: the risks and rewards
Philippa Hann, partner at Clarke Willmott
How to work with local and national media
Penny Haslam, media expert and former BBC journalist

Over 400 delegates are expected to attend. Delegates can attain over 13 hours of structured continuing professional development (CPD) across the three days, with the second day – featuring the wealth and investment management content – providing five hours 45 minutes of CPD.

Alex Xavier, CISI assistant director, member services, said: “Financial planners can expect to enjoy a range of ‘pure’ financial planning sessions, as well as specialist technical and legal content. Sessions will be interactive with plenty of focus on the sharing of ideas and will provide a fantastic opportunity for planners and wealth managers to build long lasting relationships with their peers. We believe this is the leading financial planning conference in the UK.”

Campbell Edgar CFP™ Chartered FCSI, CISI head of financial planning, said: "We are delighted to offer a quality, content-rich conference spanning multiple areas of specialism, including dynamic financial planning and critical investment themes, delivered by experts within their respective fields. In addition to content, the valuable networking and sharing of working practices within the relaxed environment of Celtic Manor will continue to be a priceless feature of our conference. I encourage financial planners, wealth and investment managers to join us in September"

About the Conference
The CISI Financial Planning Conference will take place on 27–27 September at the Celtic Manor Resort Hotel, Newport, Wales. This 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.

Delegates receive 10% discount if they book before 26 May 2017. To view the full programme and speaker line-up, visit where you can book your place, along with any specific sessions that you would like to attend.
We look forward to welcoming old and new members to the conference.
Published: 24 May 2017
  • Financial Planning
  • Wealth Management
  • Financial Planning Conference 2017

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