The professional body is also aiming to increase the amount of technical information on offer, particularly “more meaty stuff” relating to investments, Jackie Lockie CFPTM Chartered FCSI, deputy head of Financial Planning said. She said this was one of the clearest demands among the feedback from last year’s event.
She told FP Today that her team is aiming to create a “broader appeal” and “to attract a wider audience” to come to the Celtic Manor resort, which will again be host.
The CISI will be inviting “a lot of wealth managers” who have been “starting to do cashflow planning” and who want to understand more about what Financial Planning is, Ms Lockie explained.
She acknowledged that for London based wealth managers it was a big commitment to make the trip to Wales for three days but hopes to attract some to come for one day at least to “experience what Financial Planning is”.
The Tuesday sessions will, in particular, have a stronger focus on investments.
The conference takes place from 25 to 27 September, rather than the previously standard date of the first week of November.
The presentations scheduled for the conference include:
Current asset allocation models and concepts - Edward Smith - Asset Allocation Strategist Rathbones
The changing investment research market under MiFID II - Alistair Haig Research and Teaching Fellow University of Edinburgh Business School
Alternatives: what opportunities are available to investors?
The current state of play in peer-to-peer lending and crowdfunding
Active and passive investing in 2017 and beyond: what approach is best for your clients? A panel discussion with leading active and passive investment managers to discuss and debate market performance and the outlook ahead.
Marcus Brookes, Head of Multi-Manager, Schroders Jonathon Gumpel ACSI, Co-Founder and Director, Brooks Macdonald