The PFS website
The Personal Finance Society (PFS) has launched 10 summer roadshows to be held in May and June across 10 UK locations.
The roadshows are to focus on goals-focused planning and protection, along with sessions on inter-generational planning, outcomes-based regulation and client relationship building.
Each roadshow will provide a day of networking and CPD for Financial Planners.
Sessions will include:
- Purposeful Goal Setting – Precision planning for progress
- From Rules to Results – Why the Shift to Outcome-Based Regulation is a Win for Financial Planners
- Protect. Prepare. Advice for the families of those with special needs
- Tax Effective Intergenerational Planning
- The Industrialisation of MPS: Leveraging Technology, Predictability & Adviser Alpha
The ten locations and dates are:
- Shrewsbury: 20 May
- Belfast: 22 May
- London: 3 June
- Exeter: 5 June
- Preston: 10 June
- Northampton: 12 June
- Cambridge: 17 June
- Edinburgh: 19 June
- Harrogate: 24 June
- Cardiff: 26 June
Carla Brown, President of the PFS, said: “The series is exceptionally well structured, offering high quality learning and discussion on topics such as intergenerational planning, outcomes-based regulation, and client relationship building, each tailored to support Financial Planners with growth in the areas of planning and protection.”
Financial Planners can book onto the roadshows on the PFS website.
The PFS, the professional body which awards the Chartered Financial Planner qualification, has 40,000 members.
