Today sees a Best Practice workshop kick things off on Monday 14 November and will be one of many business and training based sessions.  Alan Dick CFP^CM will look at how he works with clients to draw out what are acceptable levels of risk to take in building financial plans while Ian Laverty will focus on marketing and Jonathan Gibson CFP^CM will give an insight into joint ventures. Cashflow modelling will be unravelled by Sandy Robertson FIFP, CFP^CM of Acumen Financial Planning

On Monday evening there will be a networking dinner and drinks so that attendees can get to know each other in a more informal setting.

The main Scottish conference day on the Tuesday is worth 8.0 CPD points. The day starts with a networking breakfast at 08:45, followed by sessions from 09:30 to 16:30.

Sessions include:

• Behavioural Finance - Professor Steve Thomas, Cass Business School
• Investing in Russia - good value or too risky? - Peter Jarvis, Pictet Asset Management Ltd
• The four pillars of investing - Mike Azlen CFP^CM, Frontier Investment Management LLP
• Tax & Financial Planning in a high tax world - Tony Wickenden, Technical Connection
• Bringing meaning to money - how to help your clients lead more fulfilled lives - Donald Fraser CFP^CM, Grant Thornton UK LLP
• International pensions - a practical Financial Planning tool? Robert C. Hair CFP^CM, Turcan Connell
• Pensions, IHT & estate planning - Leanda Cuthbert, Standard Life
• Is it really that difficult to manage clients' assets - Malcolm Murray, Transact - Phil Young, threesixty services LLP - Barry Neilson, Nucleus
• Flexible drawdown & other topical issues - Claire Brooks, Suffolk Life
• Create a succinct value proposition to attract ‘ideal’ clients and grow revenue - Abbie Tanner, A Business Innovation
• Become a Key Person of Influence in Financial Planning - Daniel Priestley, Director/Founder, Triumphant Events Ltd