This special new event has been developed by practitioners to help you and your business deliver the ultimate value proposition to your clients. Inspirational keynote speaker Mitch Anthony, together with leading UK practitioners, will demonstrate how, by shifting our thinking from return on investment to a return on life, it is possible to deliver a professional advice service that can't be commoditised.
*Non-members will pay a fee of £329 per person, please note this event does not count towards the allowance of two PFS non-member events per year.
Delivering what lies in your client’s best interests lies in a long-term relationship that brings trust around money. This means understanding your client’s story, keeping up with it as their life transitions from one stage to another and, most importantly, understanding what truly drives them.
There is more we can do.
What’s here, what’s coming.
How using cashflow modelling improves client outcomes.
Here are the six core values of your value proposition that can't be compared with or outpriced. This is about delivering value at the emotional level, one not subject to market performance.
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.
Located just off the M42 / A45 Junction, The National Conference Centre welcomed its first guests back in 1985 following the successful launch of the National Motorcycle Museum the previous year. Initially expected to be simply an extension of the National Motorcycle Museum’s facilities, the venue soon developed and matured into a successful stand-alone, award-winning venue of its own, accepting over 200,000 delegates a year.
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. You will then recieve an email with a link to pay the £229 attendance fee, your booking wil only be confirmed once the payment has been processed.
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.
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 at firstname.lastname@example.org 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 email@example.com to clarify this.
Please click here to view the schedule of forthcoming Conferences and regional events and what CPD sessions will be covered.
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 firstname.lastname@example.org after the Conference and we will send you all the post event literature.
The dress code is business attire.