SAFEGUARDING YOUR CLIENTS AND YOUR BUSINESS
Personal Finance Society Annual Conference 2019
CHOOSE YOUR PATH
The Personal Finance Society Annual Conference 2019 offered a choice of content streams from a range of topics and speakers.
Becoming the best you can be by boosting your emotional intelligence, becoming Chartered or understanding the benefits to your business of a more inclusive and diverse workforce.
Ensuring your core knowledge is up to date on long term care, trusts, retirement and inheritance planning.
Financial Planning / Skills
Goal-based value-added planning, cashflow modelling, coaching and loving your clients to death.
Create a brand that is worth more than the sum of its parts, how to grow through acquisition or even look ahead by starting to plan your exit strategy.
Make sure technology is taking the strain for your business so you can focus your time doing what you’re best at.
Whether it’s life under the senior managers regime or surviving the next thematic review we’ll consider the future for financial conduct regulation and the steps firms can take to help futureproof their compliance.
Exploring the world of investments under financial planning, including some of the most topical subjects for today and tomorrow.
International Convention Centre
Partners in Professionalism
LEADING IN THE PROFESSION