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Saturday, February 3, 2024

CISI Monetary Planning Convention heads to Liverpool

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The CISI’s annual Monetary Planning Convention, one of many largest occasions within the Monetary Planning calendar, will happen this 12 months on 6 October in Liverpool.

The principle convention will happen on the Grade 1 listed Merseyside Maritime Museum, Royal Albert Dock and embrace greater than 20 skilled presenters, 17 periods and three content material streams. 

Some 500 Monetary Planners are anticipated to attend.

A full day’s CPD will happen between 9.30am and 5.30pm and convention and dinner package deal tickets value £445 for members and £472 for non-members.

The occasion might be hosted by journalist and BBC Radio Merseyside broadcaster Ngunan Adamu.

The convention might be adopted by a black tie gala that includes The Monetary Planning Awards 2022 and dwell music. The venue for the night occasion is Liverpool’s neoclassical Grade 1 listed constructing, St George’s Corridor. 

The convention programme simply been introduced and new for this 12 months is the tech hub with dwell demonstrations.

Convention audio system embrace:

  • Emily Shepperd, chief working officer and govt director, authorisations FCA: ‘The impression of transformation on the FCA for you, your purchasers and enterprise.’
  • Makala Inexperienced, CEO, Inexperienced Wealth Planning: ‘Younger, excessive earners: working with influencers, sports activities and leisure professionals.’
  • Julian Gilbert CFP Chartered MCSI, CEO, Wealth Issues: ‘There’s not lots on the market: rising your group from inside.’
  • George King IV, Senior Wealth Supervisor, MASECO: ‘To B or to not B (Corp).’

Different audio system embrace Abraham Okusanya CFP Chartered MCSI, Tim Harford, LJ Wealthy and Rebecca Aldridge CFP MCSI.

Sally Plant, CISI assistant director Monetary Planning and training improvement, mentioned: “Liverpool, one of many predominant UK centres for innovation and business acumen, is a improbable metropolis able to welcome and encourage our Monetary Planning neighborhood. 

“Our agenda for this occasion is filled with alternatives for us to return collectively, replicate, be taught and develop. Now, greater than ever, the facility of Monetary Planning may also help to make a tangible distinction to shoppers and their cash administration methods.” 

The CISI Monetary Planning Awards 2022 quick checklist is because of be introduced shortly.  

• The Convention programme is offered right here.



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