Events overview

Below you'll find an 'at a glance' overview of upcoming events across the CII Group for both personal finance and insurance professionals. Events that are open for registration are linked, so you can click to find out more.

If you're looking for events from your Local Institute you can find an overview of those here.

This page will be updated frequently, so do check back for even more upcoming events.  

August

2: Paraplanner Lab

September

5: PFS Sussex Autumn Conference

5: PFS Webinar: Navigating the Storm: Shipwrecked, or calmer seas ahead?

6: PFS Surrey Autumn Conference

6: Paraplanner Lab: Are you managing paraplanners, or thinking about stepping into a management position?

6: PFS POWER Webinar: Empowering Futures part 1: Coaching, life lessons and comprehensive financial planning

7: PFS Kent Autumn Conference

7: Profesisonal Focus Webinar: Data protection breaches - claims for compensation

12: PFS East Midlands Autumn Conference

13: PFS Birmingham Autumn Conference

13: PFS POWER Webinar: Empowering Futures part 2: Elevating Standards - Embracing vulnerability, fulfilling Consumer Duty and strategic financial planning

14: PFS Staffordshire and Shropshire Autumn Conference

14: PFS Jersey Autumn Conference

14: PFS Webinar: ESG and Sustainable Finance - sneak preview and key tools from new CII course

19: PFS Thames Valley Autumn Conference

19: PFS POWER webinar: Empowering Futures part 3: Unlocking wellness and wealth - the synergy of wellbeing and financial planning

20: PFS Herts, Middlesex and Bedfordshire Autumn Conference

21: Shaping the Future of Insurance Conference

25: PFS Webinar: Is your CIP fit for duty?

26: PFS North Scotland Autumn Conference

26: PFS webinar: Self employed; a lenders' interpretation

26: PFS Webinar: Topical tax planning for blended families

26: Professional Focus webinar: Getting to Net Zero Claims

27: PFS Central Scotland Autumn Conference

27: PFS Webinar: Is your planning toolkit #ReadyForRishi? 

28: PFS Tyne Tees Autumn Conference

28: Professional Focus webinar: Slips and Trips

28: Shaping the Future of Insurance Digital event

28: PFS webinar: Property wealth in later life planning

October

3: PFS Plymouth and Cornwall Autumn Conference

4: PFS Exeter and North Devon Autumn Conference

5: PFS Hants and Dorset Autumn Conference

10: PFS Yorkshire Autumn Conference

11: PFS POWER webinar: The magic behind becoming a better communicator

11: PFS Lancashire, Merseyside and Cumbria Autumn Conference

12: PFS POWER Live: More conversations, better conversations: The keys to successful client engagement

12: PFS Greater Manchester Autumn Conference

17: PFS Thames Valley Specialist Accumulation and Investment Roadshow

18: PFS Essex Specialist Accumulation and Investment Roadshow

19: PFS London Specialist Accumulation and Investment Roadshow

19: PFS Webinar: Is this the beginning of a new Buy to Let landscape?