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London National Financial Planning Symposium

About the Event

The Story of Financial Planning

Through our 2016 National Financial Planning Symposiums we take inspiration from the world's greatest storyteller, William Shakespeare, as we celebrate the evolution of the story of Financial Planning. Never before has professional financial planning been so central to Government policy and never before has it been so important for us to tell our story to a public desperately in need of our services.

Storytelling is an art that brings a topic to life in a way that engages and inspires the audience. A good story holds us captive. It stretches the limits of our imagination and entertains us as we marvel at possibilities. Good stories touch us and leave us vulnerable. They take us on journey in which we make emotional connections with the characters, ultimately blurring the boundaries between our own lives and desires. Global brands have perfected the use of storytelling to demonstrate the relevance of their products to potential clients in ways that make them want to buy. Successful Financial Planners know only too well the power of storytelling in helping clients to understand and prioritise their goals as well as realise the potential consequences of inaction.

"I usually want to come out of conferences with 3 key points... [last year] I came away with 13!"



CPD CII Scheme
PFS Accredited 4h 15min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.



Wembley Stadium

Greater London


Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.

The dress code is business attire.

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office and we can check your records.

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.

Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email with the link once we have recorded your attendance online. Although we do our best to do this as soon as possible after a conference, in some circumstances this may take a few days. If you are not able to download your CPD Certificate after 7 working days please email regionals@pfsevents.org to clarify this.

Please click here to view the schedule of forthcoming Conferences and regional events and what CPD sessions will be covered.

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

We will do our best to accommodate all special and/or dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

Please email the Conference Office at regionals@pfsevents.org after the Conference and we will send you all the post event literature.