The Financial Planning Conference 2022

6 October - Liverpool

The conference is as much about getting value out of the unforeseen discussion you end up having as it is about valuing the sessions you know you're planning to attend. The Financial Planning branch of the CISI still know how to put on a better conference than anyone else in my experience
2021 attendee

Secure your place early

This year’s conference includes a full day of CPD with 16 tailored sessions across three streams. You’ll get exclusive access to session recordings too so you don’t miss a minute.

New for this year, explore the tech hub with live demonstrations, and we’ll be joined by our marvellous providers as well.

End the day with our huge celebration; a black tie gala featuring The Financial Planning Awards 2022 and live music to dance the night away.

Welcome to Liverpool

Welcome to Liverpool, where success stories reach back through centuries – from steamships, oceans and trade for salt-splashed voyages. Through Caverns, big dreams, hard work and global stardom. Through spot lit speeches, league titles and significant investment in culture.. Liverpool is the city where some of the best stories begin.

Our venues

Merseyside Maritime Museum

Royal Albert Dock

09:30 – 17:30

At the heart of Liverpool’s historic waterfront, in the Royal Albert Dock, our venue is steeped in the innovation and commercial acumen that made this one of the most important global ports in the 18th and 19th Century.

St George’s Hall

Grade-I listed venue, City Centre

19:00 – 01:00

It doesn’t get much more iconic than this neoclassical grade-I listed marvel. St George’s Hall has been at the heart of civic life in Liverpool since the mid-19th century. Dine, dance and celebrate under the largest tunnel vaulted ceiling in all of Europe, and on the celebrated minton floor, guaranteed to take your breath away.

Entries are now open

Apply now

Book now

Early bird rates available until 30 April 2022

Save up to £135*

Full conference and dinner package

6 October 2022 | 09:00 – 17:30 and 19:00 - 01:00

Merseyside Maritime Museum & St George’s Hall

All-access conference ticket

Interactive sessions across three streams

Lunch and refreshments

Expert speakers

Drinks reception

Black tie gala dinner

Live music and dancing

Financial Planning Awards presentation

Day conference only

6 October 2022 | 9:00 – 17:30

Merseyside Maritime Museum

Interactive sessions across three streams

Lunch and refreshments

Expert speakers

Dinner only

6 October 2022 | 19:00 - 01:00

St George’s Hall

Black tie gala dinner

Live music and dancing

Financial Planning Awards presentation

By booking to attend The Financial Planning Conference 2022, I acknowledge that my name, company name, company FCA number and email address will be shared with sponsors associated with the conference so that they might follow up with me after the event.

* Compared to booking the conference and dinner products separately.


Preferential rates at some of Liverpool’s most exciting hotels and the preferred conference hotel will be available before the end of March. Those with conference bookings will be sent details automatically, however, if you would like to be notified when this is available please leave us your details.

Meet our host and keynote speakers



LJ Rich

Musician and Technology


Tim Harford OBE

“The Undercover Economist”
Economist, Journalist and Broadcaster


Ngunan Adamu

BBC Broadcaster
Journalist and CEO of iWoman

With thanks to our supporters

Gold sponsor