Personal Finance Society Annual Conference 2019

NOV 28

BIRMINGHAM

Streams

CHOOSE YOUR PATH

The Personal Finance Society Annual Conference 2019 offered a choice of content streams from a range of topics and speakers. 

Professional development

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.

Technical 

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.

Business development

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.

Technology

Make sure technology is taking the strain for your business so you can focus your time doing what you’re best at.

Regulation

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.

Investment

Exploring the world of investments under financial planning, including some of the most topical subjects for today and tomorrow.

01

30+

2000+

DAY
SPEAKERS
PARTICIPANTS

Venue

International Convention Centre

Birmingham 
B1 2EA

Partners in Professionalism

LEADING IN THE PROFESSION

7IM    Artemis Investments   Aviva    BlackRock    Canada Life    Cornelian    
 
Fidelity     Intelliflo    Invesco    Jupiter    Just.    LGIM    M&G    Model Office    Morningstar 
‚Äč
Prudential     Royal London     Schroders     TIME Investments