The CISI organises a number of conferences which address prominent and timely topics in the industry. These events attract high-profile speakers and practitioners from around the world, providing an excellent networking opportunity.

Addressing pressing industry issues and trends

We are delighted to hold the following conferences this year to keep our members and the public up-to-date with the latest industry insight and developments.

The Financial Planning Annual Conference

The Financial Planning Annual Conference is where the leading Financial Planning professionals come to talk about what’s going on in Financial Planning as well as listen to ideas which challenge conventional thinking and push the boundaries of professional advice still further ahead.  Find out more

The Paraplanner Conference  

The Paraplanner Conference focuses on a variety of technical and personal development topics specifically put together with Paraplanners in mind.  

The Accredited Financial Planning Firms Conference and Dinner

This exclusive event is for CISI Accredited Financial Planning FirmsTM.   It provides the opportunity for members of the firms to meet with other firms, network, share ideas, best practice and discuss their different approaches.

The Scottish Conference

Expect a mix of informative and high quality sessions covering issues important to Financial Planning professionals plus plenty of time for networking throughout the two days and the dinner.