Published by Gbaf News
Posted on May 24, 2017
5 min readLast updated: January 21, 2026
Leading with the theme ‘Focus on the Future’, the content rich, three day flagship CISI Financial Planning Conference 25-27 September residential event will provide financial planners and wealth managers, with the latest thought leadership across the six steps of financial planning, technical investments, practice management and the legal aspects of advice.
Building on the success of their 2016 conference, the CISI has ensured that the quality of speakers and content for this year’s event is first class. There are no sales speeches, no pitches – just the cutting-edge analysis and insight craved by this forward-thinking profession.
Regulation, technological change, soft skills and ethics will be key focusses; however, the conference will retain core financial planning content including divorce planning, intergenerational planning, cashflow modelling, business protection and clinical negligence claims.
Key highlights include:
Former Minister of State for Pensions Sir Steve Webb, Director of Policy and External Communication Royal London
Mark Gochnour, Head of Advisor Services, Dimensional Fund Advisors
Paul Cobley CFPTM Chartered MCSI Director Oak Barn Financial Planning
Philippa Hann, Partner, Clarke Willmott
Penny Haslam, Media Expert and former BBC journalist
Over 400 delegates are expected to descend on Celtic Manor in Newport (Wales) between 25 – 27 September.
Delegates will be able to attain over 13 hours of structured CPD across the three days, with the second day – featuring the wealth and investment management content – providing five hours 45 minutes of CPD.
Alex Xavier CISI Assistant Director, Member Services said: “Financial planners can expect to enjoy a range of ‘pure’ financial planning sessions, as well as specialist technical and legal content. Sessions will be interactive with plenty of focus on the sharing of ideas and will provide a fantastic opportunity for planners and wealth managers to build long lasting relationships with their peers. We believe this is the leading financial planning conference in the UK.”
Campbell Edgar CFP™ Chartered FCSI, Head of Financial Planning, CISI said: “We are delighted to offer a quality, content rich conference spanning multiple areas of specialism, including dynamic financial planning and critical investment themes, delivered by experts within their respective fields. In addition to content, the valuable networking and sharing of working practices within the relaxed environment of Celtic Manor will continue to be a priceless feature of our conference. I encourage financial planners, wealth and investment managers to join us in September”
Leading with the theme ‘Focus on the Future’, the content rich, three day flagship CISI Financial Planning Conference 25-27 September residential event will provide financial planners and wealth managers, with the latest thought leadership across the six steps of financial planning, technical investments, practice management and the legal aspects of advice.
Building on the success of their 2016 conference, the CISI has ensured that the quality of speakers and content for this year’s event is first class. There are no sales speeches, no pitches – just the cutting-edge analysis and insight craved by this forward-thinking profession.
Regulation, technological change, soft skills and ethics will be key focusses; however, the conference will retain core financial planning content including divorce planning, intergenerational planning, cashflow modelling, business protection and clinical negligence claims.
Key highlights include:
Former Minister of State for Pensions Sir Steve Webb, Director of Policy and External Communication Royal London
Mark Gochnour, Head of Advisor Services, Dimensional Fund Advisors
Paul Cobley CFPTM Chartered MCSI Director Oak Barn Financial Planning
Philippa Hann, Partner, Clarke Willmott
Penny Haslam, Media Expert and former BBC journalist
Over 400 delegates are expected to descend on Celtic Manor in Newport (Wales) between 25 – 27 September.
Delegates will be able to attain over 13 hours of structured CPD across the three days, with the second day – featuring the wealth and investment management content – providing five hours 45 minutes of CPD.
Alex Xavier CISI Assistant Director, Member Services said: “Financial planners can expect to enjoy a range of ‘pure’ financial planning sessions, as well as specialist technical and legal content. Sessions will be interactive with plenty of focus on the sharing of ideas and will provide a fantastic opportunity for planners and wealth managers to build long lasting relationships with their peers. We believe this is the leading financial planning conference in the UK.”
Campbell Edgar CFP™ Chartered FCSI, Head of Financial Planning, CISI said: “We are delighted to offer a quality, content rich conference spanning multiple areas of specialism, including dynamic financial planning and critical investment themes, delivered by experts within their respective fields. In addition to content, the valuable networking and sharing of working practices within the relaxed environment of Celtic Manor will continue to be a priceless feature of our conference. I encourage financial planners, wealth and investment managers to join us in September”
Explore more articles in the Top Stories category
