The Financial Planning Annual Conference

25 – 27 September 2017

Celtic Manor Resort, Newport, UK

Key conference details

Day 1

Conference & Welcome Evening
10:00 - 21:30

Content Streams


Real Financial Planning Case Studies

Investments and Advanced Planning

Practice Management

Legal Advice

Day 2

Conference & Gala Awards Dinner
08:45 - 23:00

Content Streams


Real Financial Planning Case Studies

Investments and Advanced Planning

Practice Management

Wealth and Investment Management

Day 3

Conference
09:45 - 13:20

Content Streams


Real Financial Planning Case Studies

Investments and Advanced Planning

Practice Management

Legal Advice

Our flagship conference will provide you with the latest thought leadership across the key issues affecting your profession.
There are no sales speeches, no pitches - just the cutting-edge analysis and insight you crave to ensure you remain at the forefront.

Explore the programme

Featured conference speakers

Building on the success of our 2016 conference, we have ensured that the quality of speakers and content for this year’s event is first class, with over ten CFP™ professionals speaking at the conference, including two international CFP™ professionals from South Africa and the US.

Here's some of our featured speakers this year.


Sir Steve Webb
Former Minister of State for Pensions and Director of Policy and External Communication Royal London

Sophie Bera CFP®
Founder, Gen Y Planning

Dame Kelly Holmes DBE
Double Olympic Gold Medalist

Penny Haslam
Media Expert and Former BBC Journalist



Nick Cann
Former CEO of the IFP and Stroke Survivor

Highlights from last year's conference

Not sure what to expect? Watch the highlights from last year.
Over 450 delegates, speakers, exhibitors and sponsors attended last year's conference, held at the Celtic Manor.

 
 

Packages & Rates



There are various packages to choose from, allowing you to tailor your conference experience to your needs.
The prices shown below are the full conference pricing and are inclusive of VAT where applicable.

All-inclusive Package

Day 1, 2 & 3 Conference Passes | Welcome & Gala Evening Invitations | Two nights accommodation at the Celtic Manor Resort (25/26 Sep)
Single Occupancy - CISI member: £691.48 | Non-member: £968.07
Shared Occupancy - CISI member: £633.77 | Non-member: £887.28

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Conference & Dinner Package

Day 1, 2 & 3 Conference Passes
Welcome & Gala Evening Invitations
CISI member: £398.26
Non-member: £557.56

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Conference Day Only Package

Day 1, 2 & 3
Conference Passes
CISI member: £354.20
Non-member: £495.88

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Wealth and Investment Management Package

If you're a wealth or investment manager, and you just want to attend day two of the conference.
Includes Day 2 conference pass.
Only 213.56*
*Accommodation pricing: Single B&B: £150. Shared B&B: £85 per person

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Group bookings of three or more delegates from the same company are eligible for further discounts if bookings are made at the same time with one payment. Please select the 3+ group rate option when booking. Pick and mix package also available, allowing you to tailor your conference experience to your needs.

The Financial Planning Gala Awards 2017

Our Financial Planning Gala Awards recognise the outstanding achievement of individuals and firms across the UK financial planning profession with a wide range of awards.

Each award is independently assessed by a judging panel or an independent assessor. The results are based on merit alone. Those who succeed can be duly proud of their achievement and fully deserve the respect and plaudits of our profession as well as the clients for whom they provide such a valuable service.

Want your hard work recognised? Click the award images for more information on how to enter and key dates.



Join the conversation for #FPAC17

Take part in the conference discussion online using Twitter. Voice your views to the speaker panel, attendees and the wider online community.

Follow us on Twitter - @CISI  - to remain updated on what we're doing. Don't forget to use #FPAC17 when you tweet!

Are you following us on LinkedIn? With over 9000 followers - The Chartered Institute for Securities & Investment – you too can join our online community.

The venue - Celtic Manor Resort

This five-star resort in Wales has been the home to this conference for the past eight years. It features high quality conference facilities, luxurious accommodation, two spas and three championship golf courses.

Find the Celtic Manor Resort

Sponsors and Exhibitors

Put your brand in front of the profession's leading financial planners, paraplanners and wealth managers.
Find out more about the sponsorship and exhibition opportunities.

Available Opportunities

Exhibiting
Welcome Evening
Official App
Badges
Delegate Bags
Gala & Awards Evening

Here are all of our amazing sponsors and exhibitors. Without their support, this year's conference would not be possible.