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Personal Financial Planning Community events

Upcoming events and webinars for Personal Financial Planning Community members.

Community events and webinars

Date Event Description More info
3 November 2026
Is your financial plan on track? Find out with Netwealth
Revisit the principles of financial balance and explore the practical steps involved in building a financial plan that reflects your goals.
Find out more
13 November 2026
Post-Budget Inheritance Tax Workshop with Forvis Mazars
Practical strategies for preserving wealth across generations.
Find out more

caba webinars and e-learning

Boost your personal growth with our expert-led training, tailored for how you want to learn. Counting towards your ICAEW CPD hours and covering a range of topics in career, mental health, physical health and financial health.

Verify your CPD

Watching these recordings can count towards your verifiable hours. After watching a webinar fill out this form to receive evidence for your CPD record.

CPD verification formYour CPD record

Further resources

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Newsletters

Community newsletter archive.

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Compass
Regulatory Insights

Stay informed about industry regulations with key updates and guidance.

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Recordings

On-demand webinars and recordings for community members.

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