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Friday, June 21, 2024
HomeFinancial PlanningPFS Nationwide Convention strikes to Wales

PFS Nationwide Convention strikes to Wales



 

The Private Finance Society (PFS), the 40,000-member skilled physique for Chartered Monetary Planners, is to carry its 2023 Nationwide Convention on the new Worldwide Conference Centre close to Newport, Wales.

The venue is a stone’s throw from the Celtic Manor Resort Lodge which was host to a number of conferences of the Institute of Monetary Planning which merged with the CISI in 2015.

The PFS says the convention guarantees an “instructional and insightful look” into the way forward for the Monetary Planning occupation.

The theme of this yr’s occasion can be ‘Obligation Certain – Loving Your Purchasers to Loss of life.’

The one-day occasion will happen on 2 November and the PFS says it would present a possibility for PFS members and others to be taught from specialists and friends, with over 4 hours of CPD obtainable.

Classes will cowl Monetary Planning expertise, management, enterprise ethics, recommendation and wealth administration, sustainability, variety and inclusion and know-how.

Session titles embrace:

  • A golden age of Monetary Planning is upon us
  • AI and the way we use it
  • Tomorrow’s world – shaping the long run
  • Ace your annual evaluation
  • Taming your transactional recommendation monster
  • A guided tour of sustainable, accountable and ESG investments.

The occasion options keynote speaker Matt Watkinson, an knowledgeable on buyer expertise, plus different audio system together with Catherine Morgan, an award-winning Monetary Planner and coach.

Different audio system embrace: Wayne Bishop, Chris Budd, Lee Coates, John Dashfield, Julia Dreblow, Sebastian Elwell, Melissa Kidd, Scott Millar, Rob Schwarz and Fiona Tait.

The occasion compere can be Chartered Monetary Planner Ruth Sturkey FPFS.

Registration is open to PFS members and non-members. Tickets are free for PFS members and £200 (inc VAT) for non-members.

The PFS holds Nationwide Conferences in years between its flagship Pageant of Monetary Planning occasions, essentially the most of which was held in Birmingham in 2022. 

Don MacIntyre, PFS interim CEO, mentioned: “PFS conferences are extremely regarded throughout the occupation and we’re delighted that this yr’s Nationwide Convention will present a terrific alternative to concentrate on what the long run holds for monetary planning, serving to attendees to develop the instruments to navigate change, and perceive methods to attraction to the following technology of shoppers.

“We encourage participation from each PFS members and others throughout the sector, and look ahead to delivering a wonderful studying expertise, and alternative for development.”

• Extra particulars: www.pfsdutybound.org




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