Thursday, 25 January 2018 12:05

Annual CISI Financial Planning conference moves to Brum

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Celtic Manor Resort near Newport, South Wales Celtic Manor Resort near Newport, South Wales

The CISI is to move its annual Financial Planning Conference - one of the biggest events in the Financial Planning calendar - to Birmingham after nearly 10 years at the 5 Star Celtic Manor Resort in South Wales.

According to the CISI website, this year’s CISI-IFP Financial Planning Conference will take place on 1 and 2 October in Birmingham at a venue to be announced. Further details of the conference and the change of venue are expected to be revealed in due course by the CISI.

The event, run by the Institute of Financial Planning until its merger with the CISI in 2015, has been at the Celtic Manor Resort for a decade. Following the merger, the IFP Forum within the CISI has been responsible for the event which has been held at Celtic Manor Resort every year since 2007.

The annual Financial Planning Conference usually attracts more than 500 people and in previous years has run over three days. Celtic Manor Resort is known for its large conference facilities and plush surroundings. It consists of three hotels, two spas, six restaurants and three golf courses.

The conference has included a large exhibition area with 50 or more exhibitors and the event has been run for over 25 years at various venues around the UK including Manchester and Telford. It attracts a large number of leading Financial Planners from the UK and around the world. Expert and guest speakers have included leading international and celebrity speakers.

The CISI has been asked by Financial Planning Today to comment on the move. Any comments received will be added here.

Last year the rival Personal Finance Society combined its regional annual conferences into a major Festival of Financial Planning at the NEC near Birmingham in an event which attracted nearly 3,300 attendees.

Other major CISI-IFP events planned this year include the Accredited Financial Planning Firms Conference which will be held on 21 May in London and the annual Paraplanner Conference to be held on 12 and 13 June at the Jury’s Inn Hotel, Hinckley, the same venue as last year.


Last modified on Thursday, 25 January 2018 12:09
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