The CISI’s flagship annual two-day Financial Planning conference gets under way today with hundreds attending the sold-out event, writes Emily Berry.

The annual conference, one of the largest in the Financial Planning calendar, is taking place today and tomorrow at Wotton House conference centre, near Dorking, Surrey.

It features dozens of expert and distinguished speakers and, this year, a focus on technology which can be used to build the future of Financial Planning.

Highlights of this year’s conference - #financialplanning23 - include:

Today:

• ‘Behavioural finance sucks’ - discussion workshop hosted by Chris Budd, founder of Institute for Financial Wellbeing and Dr Moira Somers, family wealth consultant
• Welcome by Martin Ruskin CFP Chartered FCSI (Financial Planning), Paradigm Norton Financial Planning
• Spotting fraud and financial abuse: Professional tactics used to separate the lies from the truth’ - workshop hosted by Michelle Hoskin; Standards International
• ‘How will the future impact Financial Planning? From assets to operations and beyond’ Interactive session hosted by Matthew Griffin, futurist and founding CEO
• The Financial Planning Awards Ceremony; and remembering Paul Etheridge, Prestwood founder and the ‘godfather’ of UK Financial Planning

 Tomorrow:

• Technology under the spotlight: Future of Tech’ Panel facilitated by Ian Mckenna of the Financial Technology Research Centre
• ‘Building the financial plan in person or in advance: differing scenarios’ workshop hosted by Brendan Frazier, Wired Planning and Josh Butten, boosst
• ‘Strength through adversity’ talk by adventurer Charlie Walker

The conference will also offer attendees a chance to get a look at the CISI’s tech zone, a new way of exploring the future of Financial Planning through live demonstrations and a chance to meet the event’s official sponsors, including Royal London, Absolute Cover and otthers.

The event will also feature heavyweights in Financial Planning as guest speakers, including,

• Kusal Ariyawansa CFP Chartered FCSI (Financial Planning), branch principal, Appleton Gerrard
• Josh Butten CFP Chartered FCSI (Financial Planning), director of boosst
• Farida Hassanali CFP APP Chartered FCSI (Financial Planning), senior Financial Planner, Paradigm Norton

The CISI describes this year’s event as a unique event for Financial Planners 'made by Financial Planners' and a chance to step away from everyday life and reconnect to fellow Financial Planners.

• Financial Planning Today will be providing regular coverage of the event so check this website regularly.