More than 300 Financial Planners are making their way to the two-day 2025 CISI Financial Planning Conference which takes place this week on Thursday (tomorrow) and Friday at the De Vere Beaumont Estate in Windsor.

The event is the flagship Financial Planning gathering of the Chartered Institute for Securities & Investment (CISI) which awards the Certified Financial Planner designation in the UK alongside other financial qualifications.

The event will feature two days of workshops, seminars and working sessions with contributions from leading Financial Planners including Warren Shute and Justin King

There will also be a Gala Awards Dinner.

There will be speakers from firms in the UK and business experts from the US, Canada and the Netherlands looking at best practice and key issues in Financial Planning, including:

• AI and technology
• Neurodiversity in Financial Planning
• LinkedIn mastery
• Structuring Financial Planning meetings

Other sessions include scaling your business and also learning from a vulnerable client case study. There will also be a chance to question the FCA.

Tracy Vegro, CISI chief executive, said: "We’re thrilled to gather such a diverse range of speakers sharing their expertise to grow and advance the Financial Planning profession. Our conference committee has helped ensure that this year’s line-up will give professionals the tools to build businesses that are fit for the future. Every year, hundreds of Financial Planners unite to listen, learn and share and leave feeling inspired.”

The CISI has more than 50,000 members.

• Financial Planning Today will be covering the event, check back with us for coverage.