PFS adds 24 Financial Planning roadshows for 2025
The Personal Finance Society (PFS) has launched a programme of roadshows to be held across 24 locations in 2025.
The roadshows will cover core Financial Planning themes, along with a mix of technical and skills sessions.
The Spring Roadshows will focus on retirement planning with CPD and technical sessions.
The roadshow will travel to Newcastle Upon Tyne (28 January), Manchester (30 January), Bristol (4 February), Bournemouth (6 February), Stoke On Trent (11 February), Sheffield (13 February), Belfast (25 February), and London (27 February).
Keynote speakers for these sessions include Martin Lines, development and events director at Just Group, and Chris Budd, author of The Financial Wellbeing Book and founder of the Institute for Financial Wellbeing.
Christine Elliott, chair of the PFS board, said: “The 2025 PFS Roadshows offer an exceptional learning and development opportunity for financial planning professionals across the UK, as part of the broad programme of CPD events planned for next year. We are actively engaging with members on how, and where, to deliver the best future programme of events for them.”
The PFS, the professional body which awards the Chartered Financial Planner qualification, has 40,000 members.
The PFS has faced ongoing dissatisfaction with some members about the way its parent body, the CII, runs the PFS.
The PFS is to begin a major consultation exercise with members after they unexpectedly rejected two key motions at the AGM in Manchester earlier this month. Campaigners, including OurPFS, had called on members to vote against the motions to register a protest.
The protest vote at the AGM, on the eve of the PFS National Conference, took the PFS board by surprise but PFS directors have promised to engage with members to find a solution to their concerns.