CISI Conference is in October
The Chartered Institute for Securities & Investment (CISI) Financial Planning Conference will host its flagship event on 2 and 3 October at the De Vere Beaumont Estate in Windsor.
The CISI said the event represents the largest gathering of Certified Financial Planner professionals in the UK.
The Institute said the event will feature two full days of talks between 9am and 5pm as well as several networking opportunities for Planners.
A number of speakers from firms in the UK and business experts from the US, Canada and the Netherlands will host sessions on best practice and explore key issues in financial planning, including:
- AI and technology
- Ethics, compliance and regulation
- Understanding and influencing behaviour
- Business growth and strategy
Featured speakers include husband and wife Chartered Financial Planners Andrew Elson and Sarah Elson, who will lead separate sessions on tax planning and how to attract the next generation of planners.
Tracy Vegro, CISI chief executive, said: "We’re thrilled to gather such a diverse range of speakers sharing their expertise to grow and advance the financial planning profession. Our conference committee has helped ensure that this year’s line-up will give professionals the tools to build businesses that are fit for the future.
“Every year, hundreds of financial planners unite to listen, learn and share and leave feeling inspired. Join us this year for more insights, networking, and ground-breaking discussions.”
You can book for the conference here.
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