JOIN US FOR THE ONLINE FINANCIAL PLANNING
EVENT OF THE YEAR

This years conference has now finished, however, we're busy preparing for next year and if you'd like to get ahead you can book for 2021 now.

Book now for 2021

THE EXPERIENCE

We have carried out extensive research to give you financial planners the conference you really want. Our conference will be hosted on Remo to allow you to have meaningful one-to-one conversations, group discussions, engaging bitesize sessions and great presentations all in one place.

What to expect

CONTENT

As we have all had new experiences this year, the content for your continuous professional development (CPD) points will be tailored to consider our new realities. With a strong focus on best practice with clients, and your business this conference will be enriched with all things financial planning – don’t miss out.

Click below to view the programme we are so excited to deliver for you.

View the conference programme

NETWORKING

Many of you enjoy interactivity at our conferences that facilitates best practice sharing, and our sessions will be shaped to make sure you can all do this. We’ll also be teaming up with Financial Planning Standards Board (FPSB), to invite international Certified Financial Planner™ Professionals giving you global perspectives of the sector.

Conference programme highlights


Best practice sharing globally


How to be a fully virtual financial planner


F.I.R.E. Financial Independence, Retire Early


PLANNING WITH COUPLES WITH DIFFERING OPINIONS


How your culture can drive the growth in your business


THE PRACTICAL IMPACT OF ETHICS WITH YOUR CLIENTS

 

View the full programme