Exceeding Expectations

The Accredited Financial Planning Firms™ Conference & Dinner

About the conference Programme summary Speakers Highlights from last year Book now

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.

Tuesday 25 April (Dinner)
Wednesday 26 April (Conference)

19.00: Networking drinks
19.45: Dinner

09:00: Coffee and registration;
09:30: Conference;
16:30: Ends

5.0 hours
£129 – Conference & Dinner;
£99 - Conference only;
£199 - Accommodation 

Double Tree by Hilton Hotel
London Victoria, 2 Bridge Place,
London SW1V 1QA

Programme Summary

Below are highlights of the day. Download the full agenda

SESSION I: What constitutes a great Accredited Financial Planning Firm™?
Campbell Edgar CFP™ Chartered FCSI, Head of Financial Planning, CISI.
Sandy Robertson CFP™ Chartered FCSI, Managing Director, Acumen Financial Planning
SESSION II: Exceeding client expectations through trust building
Carolyn Gown CFP™ Chartered FCSI, Director, Bloomsbury Wealth
SESSION III: Navigating your practice through economic downturns
Penny Haslam, Professional Speaker and Former Broadcast Journalist
SESSION IV: Interactive panel discussion: tricks and tips for making your practice more efficient
SESSION V: Involving a financial planner in clinical negligence claims: what are the benefits to claimants?
SESSION VI: How can financial planners and accountants work together to achieve positive client outcomes?
John Gaskell CFP™ Chartered FCSI, Head of Personal Financial Planning, ICAEW
SESSION VII: The benefits of SIFA membership to Accredited Financial Planning Firms *Exclusive discounts for delegates*
Ian Muirhead, Chairman, SIFA
SESSION VIII: Inside the mind of millennials: how are they making financial decisions?
Sophie Robson, Consultant, MRM and Author of “Generation Y: the (modern) world of personal finance

Highlights from last year

The Venue

If you require accommodation please contact the Double Tree by Hilton hotel, London Victoria. Call or email the reservation team on 020 7400 3800 / reservations@dtlondonvictoria.com.
Tuesday 25 & Wednesday 26 April 2017
£99 - conference only £129 - dinner and conference
Double Tree by Hilton Hotel, London Victoria, 2 Bridge Place, London SW1V 1QA

Book Conference Book Conference & Dinner Contact the Hotel

To book on to the Accredited Financial Planning FirmsTM conference, you must be a member of an Accredited Financial Planning Firm or going through the application process.