Optimising Client Centric Advice In An Ever-Changing World
About the event
FTAdviser’s annual flagship conference is returning in person this September 2022. This conference, which qualifies for CPD, will help advisers, planners and paraplanners identify opportunities to grow their businesses, enhance personal knowledge and learn new ways to improve the client experience.
The past decade has been a tumultuous one for financial advice. With regulatory reforms, unpredictable market conditions and inflated costs of living, financial advisers have had to weather many storms. Is a pensions dashboard truly in sight? What impact will revisions to the Consumer Duty have for advisers? How can you best position client portfolios against rising inflation and geopolitical uncertainty? And what do you need to do to succession-proof your business?
Join us at Bracken House where experts from across the financial services industry will tackle these questions and more in conversation with our award-winning FTAdviser editorial team. Network with industry experts and join in the discussion at roundtable sessions of your choice.
WHO SHOULD ATTEND?
FTAdviser welcomes delegates from the following job titles:
Delegates participating in the accredited Financial Advice Forum can claim up to 7 CPD hours towards the CII / Personal Finance Society member CPD scheme. You will learn new approaches to meet the various challenges that financial advisers face.
You will hear from experts about ways to develop soft skills to help advise clients, develop your technical understanding of pension regulation, tax and investment planning, and discover methods to succession-proof your businesses.
This event will also help you learn from best-practice examples shared by industry peers, to help inform your own knowledge and enable you to share these learnings with your own colleagues.
key regulatory reforms, changes to the pensions landscape and business challenges facing advisers in the years to come
with FTAdviser journalists, financial advice experts, life and pension professionals, and leading portfolio managers
new opportunities in the financial advice space, from more tax-efficient planning processes to advising the next generation of clients