CISI 2021 Financial Planning Conference gets into gear at Red Bull Racing Factory, Buckinghamshire 5-6 October ​

By Lora Benson | Mar 15, 2021


The CISI 2021 Financial Planning Conference returns with a roar this year featuring 20 expert speakers at the home of Red Bull Racing’s Formula 1 cars at Milton Keynes, Buckinghamshire.

Offering 7 hours of CPD over 2 days, the CISI Financial Planning Conference experience starts 5 October, with an opportunity for delegates to explore the Red Bull Racing Factory to see the level of detail and scrutiny the award-winning Red Bull Formula 1 team exhibit. There will be a bespoke Masterclass focusing on winning teams’ working strategies, revealing how Red Bull’s Formula 1 championship racing team continue to succeed.

Following the 5 October Masterclass delegates will be able to network with other financial planning experts and hear from start-ups and charities working in financial services. The pre-conference dinner will then offer ample networking opportunities during planned interactive entertainment, when the Financial Planning Award winners for 2021 will be announced.

On the second day, 6 October, the Conference includes plenary sessions and specialist streams. The streams will focus on your business, your clients and explore topics surrounding financial planning technical content. There will be opportunities to chat to speakers and specialists informally. The full programme will be released shortly.

Sally Plant, CISI Head of Financial Planning said: “This will be my first ever CISI Financial Planning Conference and I’m so excited to meet our fantastic planner community, and work with my colleagues to deliver the established conference with a few fresh twists, during this two-day experience. We are offering our early bird rates now, so do please book as places are limited, some are already gone, for this opportunity to hear from global experts, gain CPD, network and celebrate our own champions during our Financial Planning Awards 2021 dinner.

“With the UK government plan in place to ease out of COVID restrictions and the vaccination bringing about much needed assurance, we are optimistic for an in-person Conference at the spectacular home of Red Bull Racing. However, the recent events have taught us to be prepared for any eventuality. Therefore, while we work hard on creating a safe, secure, exciting face-to-face conference, we continue to monitor the pandemic and await government guidance. If necessary, we will be ready to move the conference online at short notice. Nonetheless, in-person or digital this flagship event will feature expert speakers providing you with an engaging, interactive, and thought-provoking experience.   I am looking forward to seeing you there.”

Sponsors for the CISI 2021 Financial Planning Conference include JUST (Gold Sponsor), Royal London (Silver sponsor), Aegon, Octopus Investments and Transact.