The Private Finance Society, the skilled physique for Chartered Monetary Planners, has revealed extra particulars of the programme for its upcoming PFS Competition of Monetary Planning, one of many UK’s greatest Monetary Planning occasions.

The 2 day occasion on Tuesday 1 and Wednesday 3 November attracted practically 3,500 attendees when it was final held in 2017.

This 12 months, Paralympian Baroness Tanni Gray-Thompson would be the keynote speaker and can speak about her life and overcoming challenges.

The complete programme is now dwell on www.pfsfestival2022.org and features a technical, expertise and studying classes from specialists and practitioners.

Periods will embody:

•          Easy methods to have interaction & delight shoppers with teaching – Jan Bowen-Nielson

•          Confirmed strategies to construct belief for goals-based monetary planning – Ed Marshall

•          FCA’s Priorities for the patron funding sector – Therese Chambers

•          Constructing the right assist staff for development, sale or succession – Brett Davidson

•          Overcoming the behavioural value of being human – Greg Davies

•          The way forward for the household and the good wealth switch – Dr Eliza Filby

•          Plus fintech, later life, management, client obligation, productiveness, advertising and marketing, ESG, enterprise development, trusts, staff constructing and retirement planning classes.

The occasion is predicted to offer 11 hours of CPD over the 2 days.

Sarah Lord, President of the Private Finance Society, mentioned: “Baroness Gray-Thompson will encourage Monetary Planners as they search to keep up their very own peak efficiency whereas serving to their shoppers overcome the price of residing disaster everybody faces this 12 months. 

“The long-awaited return of our Competition of Monetary Planning will display how collectively we proceed to construct a robust and sustainable occupation for the longer term while on the similar time showcasing the true worth that Monetary Planning brings.”

Caroline Stuart, Vice President of the Private Finance Society, mentioned: “The Competition of Monetary Planning is the last word occasion for everybody inside the Monetary Planning neighborhood. It actually has one thing for everyone – from Paraplanners to these in compliance via studying and growth to funding, retirement and later life specialists.”

For extra data go to: www.pfsfestival2022.org 

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