The two day event, held this year on Tuesday 1 and Wednesday 2 November, last time attracted nearly 3,500 attendees when it was last held in 2017.
This year, Paralympian Baroness Tanni Grey-Thompson will be the keynote speaker and will talk about her life and overcoming challenges.
The full programme is now live on www.pfsfestival2022.org and includes a technical, skills and learning sessions from specialists and practitioners.
Sessions will include:
• How to engage & delight clients with coaching - Jan Bowen-Nielson
• Proven techniques to build trust for goals-based financial planning – Ed Marshall
• FCA’s Priorities for the consumer investment sector - Therese Chambers
• Building the perfect support team for growth, sale or succession – Brett Davidson
• Overcoming the behavioural cost of being human – Greg Davies
• The future of the family and the great wealth transfer – Dr Eliza Filby
• Plus fintech, later life, leadership, consumer duty, productivity, marketing, ESG, business growth, trusts, team building and retirement planning sessions.
The event is expected to provide 11 hours of CPD over the two days.
Sarah Lord, President of the Personal Finance Society, said: “Baroness Grey-Thompson will inspire Financial Planners as they seek to maintain their own peak performance while helping their clients overcome the cost of living crisis everyone faces this year.
“The long-awaited return of our Festival of Financial Planning will demonstrate how collectively we continue to build a strong and sustainable profession for the future whilst at the same time showcasing the true value that Financial Planning brings.”
Caroline Stuart, Vice President of the Personal Finance Society, said: “The Festival of Financial Planning is the ultimate event for everyone within the Financial Planning community. It really has something for everybody – from Paraplanners to those in compliance through learning and development to investment, retirement and later life specialists.”
For more information visit: www.pfsfestival2022.org
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