CHANGEFEST comes to Leeds, Birmingham and Bristol

By Lora Benson | Aug 07, 2023

The CISI and Next Gen Planners are delighted to announce the return of CHANGEFEST – the event to inform and encourage young people into financial planning and Fintech careers.

Following fantastic feedback from both planners and young attendees last year, the two organisations are collaborating on three events this year in Leeds 10th October, Birmingham 17th October and Bristol 7th November.

Further information and booking links for the above events can also be accessed here.

Sally Plant, CISI Assistant Director, Financial Planning and Education Development said: “It is well documented and discussed that the planning profession is in dire need of more planners, paraplanners and professionals to ensure that it does not become a service for the wealthy. I am so proud that this collaboration demonstrates our organisations not just discussing but taking the lead and doing something to promote this fantastic career. This facilitates our members, peers and the profession allowing them to give a few hours of their time to inform and tangibly make a difference. To create a friendly open environment for planners to talk, informally to young people about their experiences is so valuable.”

Evidence of CHANGEFEST’s success came not only immediately from those young attendees who attended, as they originally aspired a career in trading but left with their eyes open to financial planning, but throughout the year, as this summer Warren Shute CFPTM, Lexington Wealth Management received a LinkedIn thank you from a young graduate Adam Caswell, on the impact Warren’s conversation at the event had made with this young man.

Adam Owen, Director and Head of Content, NextGen Planners said: “We are delighted to be collaborating with CISI again to bring CHANGEFEST back in 2023. The new regional format will enable us to work with more universities and connect more students and career changers with established personal finance professionals.”