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CISI Monetary Planning Convention heads to Liverpool

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

The primary convention will happen on the Grade 1 listed Merseyside Maritime Museum, Royal Albert Dock and embody greater than 20 skilled presenters, 17 classes 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 price £445 for members and £472 for non-members.

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

The convention can 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 yr is the tech hub with dwell demonstrations.

Convention audio system embody:

  • Emily Shepperd, chief working officer and govt director, authorisations FCA: ‘The affect of transformation on the FCA for you, your shoppers 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 quite a bit on the market: rising your staff from inside.’
  • George King IV, Senior Wealth Supervisor, MASECO: ‘To B or to not B (Corp).’

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

Sally Plant, CISI assistant director Monetary Planning and training growth, stated: “Liverpool, one of many fundamental UK centres for innovation and industrial acumen, is a unbelievable metropolis able to welcome and encourage our Monetary Planning neighborhood. 

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

The CISI Monetary Planning Awards 2022 brief listing is because of be introduced shortly.  

• The Convention programme is on the market right here.




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