The Chartered Institute for Securities & Investment (CISI) has revealed that its UK Financial Planning Conference 2026 will focus on AI integration; attracting and training talent and lifestyle Financial Planning.
The conference returns to the iconic De Vere Beaumont Estate in Windsor on 8 and 9 October.
It is the largest gathering of Certified Financial Planner professionals in the UK and the agenda has been developed in collaboration with the CISI Financial Planning Conference Committee.
The conference offers eight hours of Continuing Professional Development (CPD) and features an impressive line-up of keynote speakers, including:
• Behavioural science expert Rory Sutherland, vice chair of Ogilvy UK, who will share insights on the hidden psychological factors that shape financial behaviour
• US storytelling expert Matthew Dicks, whose session will include storytelling frameworks to build trust and deepen client relationships
• Award-winning strategist, founder and CEO of AI for Non-Techies, Heather Murray, who will delve into real life cases and the top AI tools and prompts for Financial Planners
• Financial Planning Standards Board CEO Dante Del Gori, who will provide global insights on Financial Planning
• Jamil Qureshi, performance coach and author, will explore what drives high performance under pressure
The conference will also include breakout streams, workshops, networking opportunities and the annual CISI Financial Planning Awards ceremony, including the CFP Celebration, honouring individual and firm excellence across the Financial Planning profession in the UK.
Chris Morris, head of financial policy and engagement, CISI said: “To kick-start autumn we have a fantastic line up for our Financial Planning Conference this year. We look forward to welcoming Financial Planners, offering them space to pause, reflect, step back from the day-to-day and focus on the future of the profession.”
He said that as Financial Planning continues to evolve, the conference is about turning the page.
He said: “Turning the page on established thinking, embracing new perspectives, and shaping what comes next for planners and their clients.”