Accredited Financial Planning Firms Conference 2024

Come together with the very best financial planning firms in the UK to discuss the latest ideas and challenges in a collaborative and honest environment. Learn from your peers about what works for them, what lessons have been learnt over the last year and gain insight into how you can ensure your businesses are standing out, sustainable and striving for professionalism.

  Dinner: 5 March 2024 - 18:30 til late!

  Conference: 6 March 2024 - 08:45 – 16:30

  Conference Location - M&G Investment Management, 10 Fenchurch Avenue, London, EC3M 5AG

  Dinner Location - The Vault Leadenhall, The Vault deep within Revolution, 140 Leadenhall Street, London, EC3V 4QT

The 2024 programme will consist of the following themes

Behavioural science and difficult conversations

How understanding behaviour science can help you navigate difficult conversations.

Effective communication

Interactive session on best practices for effective communication.

Productivity in financial planning and wealth management

Understanding data metrics and what data you need to achieve your business outcomes.

AI – threat or opportunity?

Understanding the threats and opportunities.

Employee retention – gen z

Understanding Gen Z’s and how to ensure they stay and excel at your firm.

Delivering 5* customer service

What does 5* customer service look like outside of the industry?

Confirmed speakers

Charlotte Allen
Senior Manager, Early Careers Talent Acquisition
Mazars
Peter Banks
Managing Director
Rudding Park
June Dawson
Co-Founder Managing Director
Fruitful Insights Ltd
Carly Dunningham CFP MCSI
Director and Chartered Financial Planner
Verso Wealth Management Limited
Katrania Lowers Chartered MCSI
Associate Financial Planner
Colmore Partners
Quentin McCormick CFPTM Chartered FCSI (Financial Planning)
Managing Director and Chartered Wealth Manager
Verso Wealth Management Limited
Jon Pittham
Director
ClientsFirst
Stuart Podmore
Investment Propositions Director and an expert in behavioural finance
Schroders
Donald Reid
Non-Executive Director
Solve
Ewan Rosie
Director
Authentic Engagement
Jake Richings
Chief Client Officer
Cooper Parry
Charles Southey
Founder and CTO
Contengo
Tom Griffin
Curator
The Lab of Life
View agenda

Why book for 2024?

  1. Make the most of your AFPF accreditation in 2024: all AFPF firms are entitled to one FREE ticket to attend the 2024 conference. To claim your place, use the code: AFPFONEFREE
  2. Join together with like-minded business owners
  3. Content relevant specifically for Accredited Financial Planning Firms
  4. Open and honest environment for the big challenges to be discussed
  5. Learn from other firms about what is working and what is not
  6. Opportunity to bring your colleagues to apply what you are learning directly to your own team
  7. Central and easily accessible location
  8. Five hours of CPD

What did last year’s delegates say?

“It is so nice to come together with other Accredited Firms to learn about what they are doing, it really feels like a professional community that help each other”
“I learn more from sitting at the AFPF dinner each year than I do anywhere else, such a great setting with equal peers”

Book your place now

Sold Out

Conference Plus Dinner

Ticket is £209 per booking

All AFPF firms are entitled to one FREE ticket to attend the 2024 conference. To claim your place, use the code: AFPFONEFREE at checkout to reduce the price of the Conference and Dinner package to £89. Unlimited additional tickets can be purchased at £120 each..

 5 & 6 March 2024
 Conference - 6 March, 08:45 – 16:30
 Dinner - 5 March 2024, 18:30 till late!

Add to basket

To book multiple tickets please email events@cisi.org

Conference

Ticket is £120 per booking

All AFPF firms are entitled to one FREE ticket to attend the 2024 conference. To claim your place, use the code: AFPFONEFREE. For those who require additional conference tickets or would like to attend the conference only. Unlimited additional tickets can be purchased at £120 each. Please email sasha.stileman@cisi.org to be put on the waitlist.

 6 March 2024
 Conference Time - 08:45 – 16:30

Add to basket
Sold Out

Pre-conference Dinner

Ticket is £89 per booking.

 5 March 2024
 Dinner Time - 18:30 till late!

Please email sasha.stileman@cisi.org to be put on the waitlist.

Add to basket
Add to basket Add to basket Add to basket

Book your place now

Conference

All AFPF firms are entitled to one FREE ticket to attend the 2024 conference.
To claim your place, use the code: AFPFONEFREE Unlimited additional tickets can be purchased at £120 each.

For more Details

Conference Plus Dinner

 

Pre-conference Dinner

Ticket is £75 per booking.

For more Details
Add to basket Add to basket Add to basket