CISI Financial Planning Conference 2020 is going online

Our annual Financial Planning Conference will be held online this year over two days from Tuesday 13 October to Wednesday 14 October

Information and booking

A full programme is available for the conference, with a spotlight on financial planning best practice, including global perspectives from Toronto to Tasmania. There are 14 expert speakers confirmed so far and up to seven hours of CPD available. Financial planners can expect to have thought provoking, one-to-one conversations, group discussions, engaging bite-size sessions and great presentations all in one place.

The conference takes place on the afternoon of Tuesday 13 October and morning of Wednesday 14 October. Financial planners can enjoy a relaxed evening on 13 October to celebrate the achievements of the community at the online financial planning awards and social soirée – where there is also an afterparty for those who enjoy embracing the social aspects of conference.

The high tech software used will enable delegates to move from one conversation or room to another, recreating the feeling of attending a physical conference.

The financial planning community, like others, has adapted to new circumstances and more virtual ways of working, and this is reflected in a session focused on 'being a fully virtual financial planner' from New York writer and CEO, Joshua Brown. In addition to this there will be round table Q&A sessions with speakers and sponsors where attendees will have the opportunity to feed back.

Highlights for the CISI Financial Planning Conference online include:

Opening keynote speaker Noel Maye, CEO, Financial Planning Standards Board
Noel kicks off the conference pinpointing the benefits of being part of something bigger. We are a global community of financial planners, who can pool expertise and work together in supporting the public now and into the future.

The subsequent three sessions, all immersive and interactive, are relevant for a global audience, beginning with 'How to be a fully virtual financial planner'.

Barney Whiter AKA The Escape Artist
'Client experience and FIRE – Financial Independence Retire Early'. UK born Barney retired from accounting aged 42 and joined the FIRE movement. His session will show how planners can incorporate the FIRE philosophy into their process.

Martin Lines, Business Development Director, JUST
'Financial abuse, coercion and assessing mental capacity globally'. Financial planners everywhere are at the forefront of identifying these issues.

Julie Seberras MBA CFP® FCSI senior manager, TD Wealth, Toronto, Canada
Two interactive ethics and practical standards sessions.

Barry Horner CFPTM Chartered MCSI, Paradigm Norton Financial Planning CEO
'How your culture can drive the growth in your business'.

CISI head of financial planning, Jacqueline Lockie CFPTM Chartered FCSI, said: “Wherever we are in the world, financial planners and their clients go through many of the same experiences and have similar wants and needs. This year we are moving our financial planning conference online with a redefined global perspective. Having a state-of-the-art platform providing us the opportunity for delegate interaction and debates is really exciting. We have collaborated with the CISI Conference Committee, Financial Planning Forum Committee and CFP™ professional bodies in the FPSB network to bring you lots of new speakers who will share their best practice advancements with you.

Our speakers will be changing tack in the style of their delivery too in order for us to gain the most out of our time together. Expect to be challenged and stimulated.

The conference is staggered across two days to allow a more flexible structure for delegates in the UK and around the world. 

“Given the year we have all had it will be a wonderful opportunity for us all to get together online. We will celebrate what really makes us human and embrace the chance for meaningful debate and discussion. I can’t wait!”

Published: 27 Jul 2020
  • Financial Planning
  • Financial planning and Paraplanning

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