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Three CISI financial planning events on the horizon

There are three CISI forthcoming financial planning events planned for May, June and October.

First up on 21 May is the CISI Accredited Financial Planning Firm Conference 2018 hosted at CISI’s office in the landmark Walkie Talkie building 20 Fenchurch Street, London. With the theme Improving Your Client Experience the conference is aimed at CISI firms holding the exclusive AFPFTM designation.

Details here.

Next on 12-13 June is The CISI Paraplanner Conference at Jurys Inn Hinckley Island Hotel, Hinckley, Leicestershire for paraplanners looking to boost their paraplanner skills, become an exceptional paraplanner and “Rise to the challenge: it’s all in the detail”.

Details here.

Then on 1 – 2 October comes The CISI Financial Planning Annual Conference 2018 Changing Lives at the Hilton Birmingham Metropole Hotel with Gala Awards dinner. Key sessions planned include Focus On Your Clients, Spotlight On Your Business and Get Ahead Technically.

Details here.

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