Personal Financial Planning Conference 2025

Personal Financial Planning Conference 2025

No Charge
Available
All Locations
Personal Financial Planning
Oct
10
Fri
Schedule Description: The ICAEW Personal Financial Planning conference is the essential conference for those in this important sector to attend.

Description

Get the latest sector specific insights, knowledge and thought leadership at our annual conference.

Please choose from the dates below to view more details.
Date and time Location
10/10/2025 
In-person: 09:30 - 17:00
Online: 10:00 - 16:00		 Chartered Accountants' Hall
Online via Zoom

Event information

For the full programme and speaker information, please click on the image below.

 

 

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this conference could contribute up to 7 hours of verifiable CPD if attending in-person, or 4.5 hours if attending virtually, providing you can demonstrate that the content is relevant to your role.

A copy of the conference booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

This event is free of charge.

ICAEW members and non-members are welcome to join.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

ICAEW's terms and conditions for events

Meet our partners

MHA is a network ranked the 12th largest accountancy group in the UK. It comprises of 19 offices nationwide with a strong reputation for specialist industry knowledge, that collaborate and share best practice to provide outstanding client service.

M&G plc is an international savings and investments business, managing money for around 5 million retail customers and more than 800 institutional clients in 26 markets. As at 30 June 2024, we had £346.1 billion of assets under management and administration. Our purpose is to give everyone real confidence to put their money to work

Perspective Financial Group Limited provides whole of market, expert, specialist financial planning and wealth management advice to individuals, corporates and trustees, and businesses helping to make the most of their financial resources and plan confidently for the future.

 
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