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Personal Financial Planning Community events

Upcoming events and webinars for Personal Financial Planning Community members.

Community events and webinars

Check this page regularly for more information about our range of events and webinars.

Date Event Description More info
19 October 2021 Virtual workshop: Planning for your retirement This highly practical and dynamic three-hour virtual workshop will walk you through the steps to take and considerations to keep in mind as you approach retirement, at the point of retirement and then once in retirement. Find out more
2 November 2021 IHT Masterclass: Tax-efficient strategies and planning opportunities This masterclass will bring you up to date on those consultations and provide a view on the potential future direction of IHT legislation. Find out more
25 November 2021 Masterclass: Putting together your pre-retirement financial plan This masterclass offers a different approach to retirement planning by moving beyond a general overview and focusing on 10 key planning areas with actionable outcomes. Find out more
9 November 2021 Personal Financial Planning Conference 2021 This year’s event focuses on how accountants and regulated financial advisers can work more closely together to deliver better client outcomes and build a more profitable and sustainable business. Find out more

Learn online with CABA

Fit an e-learning course around your schedule or work directly with our CABA’s expert trainers. ACA students, past and present ICAEW members and their close family can access a range of free personal and professional development courses. Develop new skills with courses like Leading a resilient team, Emotional intelligence for success and Understanding mental health.

CABA On-demand learning

CABA free personal and professional development On-demand courses.