“Stand Tall Together”is the theme of the CISI Financial Planning Annual Conference, which takes place on 3 – 5 October 2016 at the prestigious Celtic Manor Resort in Newport, Wales.

The programme is now confirmed and is packed with over 40 speakers, providing a mix of dynamic keynote and ‘pick and mix’ optional sessions targeted towards Financial Planners, Paraplanners, Financial Advisers and Wealth Managers. All conference sessions are accredited with 13+ hours of structured CPD.

The conference keynote speaker is Steve Webb, Former Minister of State for Pensions and Director of Policy and External Communications, Royal London, who will be presenting The emerging pensions regulatory landscape.

Other inspiring and thought-provoking speakers include:

  • Nicola Horlick, Chairman and Chief Investment Officer, Glentham Capital and CEO, Money&Co
  • Gill Cardy, Insight Consultant, Defaqto and Former Member, FAMR Expert Advisory Panel
  • Casper Berry, Former Professional Poker Player
  • John Fachiri CFPTM Chartered MCSI, Managing Director, John Fachiri Ltd Andy Bounds, Award Winning Motivational Speaker and Author, The Jelly Effect

Campbell Edgar, Chartered FCSI and CISI’s Head of Financial Planning will welcome delegates on day 1 and will share a platform with CISI’s Deputy Head of Financial Planning, Jacqueline Lockie CFPTM  Chartered FCSI  to provide a keynote speech on day 2 Financial Planning within the CISI.

Mr Edgar said: “We are extremely excited to reveal our Financial Planning Annual Conference line up and to bring our members a programme which we hope lives up to the high standards conference delegates have come to expect.

“We have worked hard, with the support of the conference committee, to devise a stimulating programme which members can really get their teeth into and which will help them add value for both their businesses and their clients.

“In addition to the many learning opportunities available, the conference provides a forum for networking, connecting and sharing ideas and best practice with like-minded individuals. Learning and networking are a critical synergy essential for conference success.”

The full programme can be viewed at and early bird booking discounts are available to all delegates:

Bookings received by Booking discount
Individuals 3+ Groups
20 July 2016 5% 10%
20 August 2016 2.5% 5%

Sessions will cover:

Day 1 Integrity and Risk, Investments and Tax, Retirement Planning and Divorce, Practice Management
Day 2 Personal Development, Understanding Risks and Opportunities, Regulatory News, The Six Steps of Financial Planning
Day 3 Driving Paraplanning, Forward Growing Your Business and Developing Your People, The Six Steps of Financial Planning Cont’d

Delegates can follow the Twitter conversation on #CISIconf, and upload their photos to Instagram @the_cisi

Sponsorship and exhibition opportunities are available and interested firms should contact

The Financial Planning Gala Awards will take place on the evening of 4 October which will recognise the outstanding achievement of individuals and firms across the UK financial planning profession.

Journalists interested in attending the conference should contact

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