The Financial Planning Conference 2022

6 October - Liverpool, UK

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 today

This year’s conference includes a full day of CPD with 17 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.

The Conference

Merseyside Maritime Museum

Royal Albert Dock

09:00 – 17:30 Business casual

This year’s conference brings together 200 of the UK’s top financial planners, over 20 expert speakers and more than a dozen exhibitors to share best practice and blaze the trail for the profession for the coming year and beyond.

Our home for the day was at one point the centre of Liverpool’s wealth creation, in the Royal Albert Dock. The Museum’s exhibits tell the story of trade and wealth generation upon which our economy stands.

The Black Tie Gala Dinner

St George’s Hall

City Centre

18:30 – 01:00 Black tie

We are throwing a celebration like no other. The biggest party in financial planning of this decade takes place under the barrel-vaulted roof of the epic St George’s Hall.

After a dinner celebrating local ingredients and dishes, we’ll be celebrating our award winners, and our profession with live music Cavern Club resident Beatles band, Made in Liverpool, to dance the night away.

Book now

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

Black tie dinner only

6 October 2022 | 18:30 - 01:00

St George’s Hall

Black tie gala dinner

Live music and dancing

Financial Planning Awards presentation

For group bookings or any other questions please contact us or call us on +44 20 7645 0777.

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.

See the full booking terms and conditions for information on cancellations and refunds.

"The CISI Financial Planning Conference is an opportunity to meet and learn from people who are passionate about financial planning and the benefits it can deliver. It's a great way to stay on top of your subject and motivated to succeed at the highest level. Don't miss it!"

~ 2021 Attendee


With financial planners joining us from all across the UK for up to three nights across The Financial Planning Conference, the Financial Planning Gala dinner and CHANGE (5 October) we are providing a variety of hotel options to suit most budgets and itineraries.

These can all be booked at preferential rates on the dedicated booking portal provided by Visit Liverpool. All rates include breakfast.

Best for…

…Conference and dinner



from £89

Roughly 10 minutes on foot from both the conference and dinner venues, this city centre hotel by Marriott offers modern minimalist comfort and an onsite gym.

…Conference day only

Holiday Inn Express Albert Dock


from £95

Beautifully located in the historic dockyard- a spectacular walk to the conference venue comes guaranteed.

…CHANGE ( 5 October )

Ibis Liverpool Centre, Albert Dock


from £70

A 12-minute walk from the Camp and Furnace venue for CHANGE (and only 8 minutes from the Maritime Museum for Conference) this budget-friendly option is a stone’s thrown from the historic waterfront.

Meet our host and speakers



Ngunan Adamu

BBC Broadcaster
Journalist and CEO of iWoman


LJ Rich

Musician and Technology


Tim Harford OBE

“The Undercover Economist”
Economist, Journalist and Broadcaster


Steven Martin CFP™ Chartered MCSI

Chief Executive, Smart Financial


Roderic Rennison CFP™ Chartered MCSI, Chartered Wealth Manager

Director, Catalyst Partners


Abraham Okusanya CFP™ Chartered MCSI

CEO, Betafolio

View the full speaker list

Nominate a "Good Egg" who has made a substantial contribution to the financial planning profession

Nominate now

With thanks to our supporters

Gold sponsor



M&G Investments
M&G Wealth