About the conference
The CISI is delighted to be hosting the Accredited Financial Planning Firms™ Conference & Dinner 2017 on Tuesday 25 – Wednesday 26 April at the DoubleTree by Hilton Hotel in Victoria, London.
As Accredited Firms your clients expect a high level of service. You demonstrate #CFPexcellence in everything you do and are recognised as the most trusted Financial Planning firms in the UK. You are leaders in your profession, demonstrating the highest order of professionalism.
This conference is exclusive to you, and we are leading with the theme this year of “Exceeding Expectations”. How can you exceed client expectations to improve their lives?
Developed in close coordination with our Financial Planning Forum Committee, this year’s programme will cover key topic areas including but not limited to building trust with clients, navigating your practice through economic downturns, handling clinical negligence claims, practice management tricks and tips, as well as an insight into the decision making of millennials – clients of the future.