Thursday 2 – Friday 3 October 2025

De Vere Beaumont Estate, Windsor, UK

Early bird discount ends:

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THE FINANCIAL PLANNING CONFERENCE RETURNS

Join us in October 2025 at the historic De Vere Beaumont Estate in Windsor. With its rich history and contemporary facilities, this esteemed venue provides the perfect setting for an inspiring and productive gathering of financial planning professionals.

KEYNOTES AND PANELS

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, regulatory developments, and strategies shaping the future of financial planning, offering valuable takeaways for professionals at every stage.

COMMUNITY

Connect with fellow financial planners, old friends, and new contacts as you share best practices and experiences. For aspiring planners, this is a unique opportunity to experience our community's collaborative spirit and commitment to raising the profile and standards of financial planning. Together, we’re building a stronger, more influential profession, striving for excellence across the profession.

SECURE YOUR TICKETS

Tickets are more exclusive this year, so act quickly to secure your spot before they sell out.

PACKAGES

Early bird discount ends 31 January 2025.

Conference only
Oct 2 & 3

Terms & conditions apply

£389

Member

£499

Non-member

Conference + awards + hotel

Terms & conditions apply

Save £100 with discount code:
EARLYBIRD2025

£669

Member

£799

Non-member

SPEAK TO US ABOUT THE CONFERENCE OR GROUP BOOKINGS

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?

Contact us

Just three miles from the historic splendour of Royal Windsor and a matter of minutes from the M25 and 15 minutes from Heathrow; Egham station is also 3 miles away with fast connections to London Waterloo and Reading.

SEE YOU IN OCTOBER 2025

About the CISI Financial Planning Conference

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.

Join us on 2 & 3 October 2025 at the beautiful De Vere Beaumont Estate to be inspired by a programme curated by the top financial planners in the industry.

SPONSORS

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.

To discuss sponsorship opportunities, contact us using the button below.

Discuss sponsorship opportunities

QUOTES

“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.”

Ononuju Irukwu

"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."

Mark Rogers

Please note that delegate details will be shared with conference sponsors. View full terms and conditions.