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Personal Financial Planning Community

This increasingly important area of professional advice typically involves lifetime cash-flow modelling, investments, pensions, property, retirement planning, inheritance tax, wills, probate and insurance.
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Key resources and support

Events
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Events

Upcoming events and webinars for community members.

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Recordings
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Recordings

On-demand webinars and recordings for community members.

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Resources
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Resources

Resources on practice development, investments, pensions, retirement planning, estate planning, wills and probate, and property.

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Policy
Ahead of the 2024 UK general election, ICAEW outlines the actions needed to renew the economy and ensure its resilience.
ICAEW Manifesto

Read our recommendations for the next UK Government to create a renewed and resilient future for the UK economy.

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Regulation
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Regulatory Insights

Stay informed about industry regulations with key updates and guidance.

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Newsletters
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Newsletters

Community newsletter archive.

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CPD
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Academy

Top-class public and bespoke CPD training for finance professionals. ICAEW Academy is now offering virtual classrooms.

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Disclaimer
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Disclaimer

A disclaimer covering no advice, and accuracy of information.

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Find out more about how ICAEW's CPD Regulations are changing after 1 November 2023
Guidance

Supporting you with CPD

  • Helpsheets and support
  • 24 Apr 2023
Accessing content from this community may help towards meeting ICAEW's revised Continuing Professional Development (CPD) Regulations, which come into effect on 1 November 2023. Find out more about what your new CPD obligations will be.
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