The Financial Planning Club – Business owners Masterclass series; 1
Running a financial planning firm today requires more than technical excellence.
It requires clarity of direction, confidence in your numbers, the right people around you, and the ability to step back from firefighting and focus on building a sustainable business.
That’s why PFS Kent is launching a new 6-part, in-person Business Owner Programme, designed specifically for financial planning firm owners and senior decision-makers, in partnership with The Financial Planning Club.
It is a longer-term development journey, combining:
- Six structured, in-person workshops
- Practical workbooks and real business outputs
- Peer learning in a trusted, confidential group
- Ongoing accountability and support between sessions
Across the programme, you’ll work on the fundamentals that underpin successful advice firms:
- Clarity of vision and direction
- Building the right team and structure
- Understanding and using your numbers
- Solving growth challenges effectively
- Strengthening core processes
- Turning plans into sustained action
Each session is designed to leave you with tangible outputs, not just ideas, from a clear business vision and role clarity, to a working dashboard and 90-day action plan.
Through PFS part-funding and contributions from the local institutes , members can access the full 6-part programme for just £250, supporting longer-term business development beyond the workshops themselves.
1st series is: Friday 24 April 2026
Other Workshop dates:
Friday 22 May 2026
Friday 19 June 2026
Friday 17 July 2026
Friday 11 September 2026
Friday 9 October 2026
Timings: 9:00am arrival, 9:30am start, finishing with lunch at 12:30pm
Venue: West Malling Golf Club, Trottiscliffe Rd, West Malling ME19 5AR
Group sizes will be limited to ensure meaningful discussion, challenge, and peer learning. The workshops will; be fully accredited towards 18 hours structured CPD.
To register your attendance, please CLICK HERE and pay your booking fee.
Venue