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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
19 March 2026
Optimising business wealth through tax‑efficient investing with Amber River
Learn how to help your clients to spot opportunities throughout the lifecycle of your business.
Find out more
22 April 2026
Commercial property, SIPPs and SSASs: smarter retirement planning with Perspective Financial Group Limited
Explore how commercial property can be effectively integrated within pension planning to support long-term retirement goals.
Find out more

Other events and webinars

Date Event Description More info
26 March 2026
Managing employment and pension costs in ever-changing times with Isio
Helping employers navigate policy changes and find efficiencies through their pension and benefits strategy.
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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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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