JOIN US FOR THE ONLINE FINANCIAL PLANNING
EVENT OF THE YEAR

This year we are inviting you to come with us as we take our acclaimed conference online! We carried out extensive research to find a brilliant platform to host our conference with your needs in mind. Be prepared to join in conversations and hear from insightful speakers.

13-14 October 2020

Up to 7 hours CPD

Access anywhere

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

ARE YOU ON BOARD? BOOK NOW

We cannot wait for you to experience what we have been taking special care in putting together - Don’t miss out! Book your conference tickets below, and if you were booked on to our physical 2020 conference, you have received an email with details of options.

Two half-day conference

13 October: 13:00 to 17:00 (BST)
14 October: 09:00 to 13:00 (BST)
A full day made up of one afternoon, and one morning
Dynamic state-of-the-art conference platform
World-class speakers
A fully interactive experience

Member price

£145

£175

Non-member price

£170

£190

Financial planning awards & Social Soirée

13 October 2020 from 17:30 BST
Celebrate the achievements of the financial planning community
Network with your peers – there’s also an afterparty