Elevate Your Planning, Master Your Future
De Vere Beaumont Estate, Windsor, UK
October 2–3, 2025
The CISI Financial Planning Conference is the premier event for financial planning professionals. It's where the community comes together to deepen expertise, exchange insights, and navigate the ever-evolving landscape of financial planning.
Our world-class programme of keynotes and panels will bring you insights and updates on issues impacting financial planners worldwide. Industry leaders and expert speakers will address the latest trends and strategies.
Connect with fellow financial planners, old friends, and new contacts as you share best practices and experiences. Together, we're building a stronger, more influential profession.
Celebrating Excellence in Financial Planning
This prestigious programme recognises the outstanding achievements of individuals and firms across the UK financial planning profession. From innovative strategies to unwavering dedication and client success, our awards showcase the best and brightest in the industry.
Tickets are more exclusive this year, so act quickly to secure your spot before they sell out.
For any questions about the conference or to make group bookings of 6 or more, please contact us for a special offer.
Have a question about FPC2025?
Burfield Road, Old Windsor, Windsor SL4 2JJ
3 miles from Royal Windsor
Minutes from M25
15 minutes from Heathrow
3 miles from Egham station
Fast connections available to London Waterloo and Reading from Egham station
Sponsoring the CISI Financial Planning Conference puts your brand in front of hundreds of top financial planners across the UK. Your support helps bring valuable sessions, workshops, and networking to life.
The Financial Planning Conference is a game changer every year. The diversity of the speakers, the topics and general energy at every conference is electric. I won't miss this for anything.
The most valuable two days in your financial planning journey. Excellent CPD, enjoyable networking, and a sense of belonging to a financial planning family, all working toward the greater good.
Please note that delegate details will be shared with conference sponsors. View full terms and conditions