Personal Financial Planning Community events
Upcoming events and webinars for Personal Financial Planning Community members.
Community events and webinars
| Date | Event | Description | More info |
|---|---|---|---|
| 28 August 2024 | Professional Refresher: the ICAEW DPB (Designated Professional Body) Licence | This webinar will explain the details of the DPB (Designated Professional Body) Licence, drawing on examples to illustrate how accountants can work collaboratively with FCA-regulated advisers to deliver integrated advice solutions to clients. | Find out more |
| 5 September 2024 |
FCA Consumer Duty |
Discover the challenges in delivering good consumer outcomes and how the FCA Consumer Duty may affect you and your clients. |
Find out more |
| 18 September 2024 |
Interactive retirement planning workshop |
This webinar will explain the details of the DPB (Designated Professional Body) Licence, drawing on examples to illustrate how accountants can work collaboratively with FCA-regulated advisers to deliver integrated advice solutions to clients. |
Find out more |
| 11 October 2024 |
Personal Financial Planning Conference 2024 |
This conference will cover a range of practical and technical issues to ensure you are up-to-date in your field, able to manage your personal finances effectively and provide your clients with solutions to the challenges that arise in this ever-changing sector. |
Find out more |
| 22 November 2024 |
Residential Property Conference 2024 |
Get the latest sector specific insights, knowledge and thought leadership at our annual conference. |
Find out more |
