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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
10 July 2025 The importance of business continuity and succession planning Gain valuable insights into the business protection market, key person insurance, and the importance of shareholder and partnership protection. Find out more
17 July 2025 Protection, profits and pensions: financial planning for SME owners and their clients A half day, hybrid workshop (in-person and online) delivered by wealth planning experts M&G to help SME owners protect and accumulate personal wealth. Find out more
23 September 2025 Retirement Planning Workshop (London) Be part of a practical workshop, in partnership with Forvis Mazars, designed specifically for those approaching retirement or who have recently retired (~5 years). Recognising your retirement aspirations is an important initial move, yet it is even more essential to determine if you possess the resources to achieve your retirement plans. Find out more
10 October 2025 Personal Financial Planning Conference 2025 This year’s annual conference will focus on managing, protecting and cascading wealth in the age of uncertainty. Find out more
28 November 2025 Residential Property Conference 2025 Explore the latest updates with sessions featuring insight from the experts. Register your interest today to be the first to hear when the conference is available to book. Register your interest

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

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