The Accredited Financial Planning Firms Conference 2018 | CISI | 21 May 2018 | Chartered Institute for Securities & Investment, 20 Fenchurch St, London EC3M 3BY, UK

The CISI is delighted to be hosting the Accredited Financial Planning Firms™ Conference & Dinner 2018 on Monday 21 May at The Chartered Institute for Securities & Investment, 20 Fenchurch street, London

As Accredited Firms your clients expect a high level of service. You demonstrate #CFPexcellence in everything you do and are recognised as the most trusted Financial Planning firms in the UK. You are leaders in your profession, demonstrating the highest order of professionalism.

This conference is exclusive to you. Developed in close coordination with our Financial Planning Forum Committee, this year’s programme will cover key topic areas including but not limited to building trust with clients, navigating your practice through economic downturns, handling clinical negligence claims, practice management tricks and tips, as well as an insight into the decision making of millennials – clients of the future.

2018 Speakers

Andy Hanselman
Business improvement expert, author and consultant Brendan Hall, Round the World Yacht Race Skipper

Jane Cowley
Partner, Gateley Plc Fiona Debney - Director in Private Client Department, Gately Plc

Clinton Askew
Founder & Managing Director, City Wide

Bobby Lane
Partner, Blick Rothenberg

Keri Carter
CFPTM Chartered MCSI

Martin Ruskin
CFPTM Chartered MCSI

Robert Lockie
CFPTM Chartered FCSI

Jacqueline Lockie
CFPTM Chartered FCSI