Virtual Financial Planning Conference 2020

The inaugural virtual CISI Financial Planning Conference featured experts from around the world, with delegates enjoying networking at virtual round tables and breakout sessions
by William Monroe and Bethan Rees

FPConf setup
Book now for next year’s conferenceOn Tuesday 13 October, CISI chair Michael Cole-Fontayn MCSI welcomed 190 delegates from around the world to the CISI Financial Planning Conference 2020. Michael said that the 32nd annual Financial Planning Conference was taking place amid an “extraordinary” situation, and he highlighted the importance of “bringing everybody together at this time”.
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Published: 17 Nov 2020
  • Training, Competence and Culture
  • Financial Planning
  • featured
  • vulnerable clients
  • videoconferencing
  • Financial Planning Conference
  • financial planning
  • culture
  • Covid-19

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