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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
30 April 2026
Pensions and inheritance tax masterclass with Forvis Mazars
Gain valuable insights on the most recent changes to pension death benefits and inheritance tax.
Find out more
19 May 2026
To Trust or not? The facts about Trusts with Amber River
Learn about the various types of Trusts and when they are most likely to be useful.
Find out more
28 May 2026
The financial balancing act: enjoy today, secure tomorrow with Netwealth
Make tax-efficient, informed financial planning decisions with expert advice.
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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