Events for the Financial Planning and Advice Profession
Learn. Connect. Grow. Shape the Future of Financial Advice.
Join financial planners, advisers, practice owners and industry professionals for events designed to build knowledge, develop practical skills and explore the ideas shaping the financial advice profession.
From making technology work in your business to improving financial planning outcomes and preparing for the future of the profession, our 2027 events offer opportunities to learn from experts, exchange ideas and grow.
PROpulsion Tech 2027
13 & 15 April 2027
MAKE IT WORK
Technology is everywhere in financial advice businesses. The challenge is making it work.
PROpulsion Tech 2027 moves beyond the hype to explore how financial advice businesses can implement technology that delivers meaningful results. From connected systems and smarter workflows to practical AI and responsible governance, the focus is on improving how your business operates.
Expect real-world examples, practical demonstrations and conversations about what it actually takes to make technology work.
Financial Planning Conference 2027
17 AUGUST 2027
BETTER PLANNING. BETTER CLIENT OUTCOMES.
Financial planning is about more than products and investment returns. It is about understanding clients, navigating complexity and helping people make informed decisions about their financial futures.
The PROpulsion Financial Planning Conference brings together financial planning professionals and subject matter experts to explore the knowledge, strategies and practical approaches that strengthen the quality of financial advice.
Through expert insights, real-world scenarios and thought-provoking discussions, the conference is designed to help financial planners develop their expertise and deliver meaningful value to their clients.
PROpulsion Ascend 2027
19 OCTOBER 2027
EXPLORING WHAT COMES NEXT FOR FINANCIAL ADVICE.
The financial advice profession is constantly evolving. Changing client expectations, emerging technologies, new business models and industry developments are reshaping how advice is delivered and experienced.
PROpulsion Ascend is our flagship summit, bringing together forward-thinking professionals and industry leaders to explore the trends, challenges and opportunities influencing the future of financial planning.
Through thought leadership, fresh perspectives and meaningful industry conversations, Ascend challenges financial planners and practice leaders to think beyond today and prepare for what comes next.
Ascend
20 October 2026
PROpulsion Ascend is our flagship virtual summit, focused on the future of the financial planning profession.
Designed for business owners and practice leaders, Ascend explores growth, innovation, and professional development through thought-provoking discussions and keynote sessions. Delegates leave informed, inspired, and equipped to navigate what comes next, while earning CPD points.
Get a Season Pass and attend all four events!
In 2027 we will offer a season pass to our events.
This means you can attend all four events at a special price that will save you money. An added benefit is that you register and pay once, and we do the rest for every event. Join the waitlist so you are first in line when we announce the launch of the Season Pass.
Alternatively, you can consider becoming a PROpulsion member and attend all our events for free on top of a host of other benefits you get as a member.
What is in it for you?
1. Knowledge and Skills Development
- Cutting-Edge Insights: Access to the latest trends, tools, and strategies in financial planning and advice.
- Practical Applications: Learn real-world applications of AI, technology, and innovative practices to enhance your business operations and client interactions.
- Ethical Considerations: Gain a clear understanding of the responsible use of technology in financial planning.
2. Continuous Professional Development (CPD)
- Accredited Learning: All events provide CPD points to support professional compliance and ongoing education.
- Career Growth: Strengthen your expertise and credentials, keeping you ahead in a competitive industry.
3. Networking Opportunities
- Community Engagement: Connect with other professionals, fostering relationships that encourage collaboration and mutual growth.
- Access to Experts: Engage directly with industry thought leaders, innovators, and sponsors for insights and advice.
- Diverse Interactions: Build meaningful connections with financial planners, advisers, paraplanners, and support teams.
4. Exclusive Benefits
- First Access to Innovations: Be among the first to explore new tools, technologies, and systems introduced during the events.
- Interactive Participation: Join panel discussions, Q&A sessions, and workshops that actively shape your learning experience.
- Unique Opportunities: Enjoy keynote talks, live demonstrations, and panelist opportunities tailored to professional needs.
5. Inspiration and Motivation
- Fresh Ideas: Discover unique and dynamic perspectives that challenge traditional practices and encourage forward-thinking.
- Personal Growth: Explore strategies for enhancing both your personal and professional life.
6. Event-Specific Highlights
- Global Financial Planning Conference All Stars: A hybrid event featuring 60+ global speakers, delivering fresh, innovative ideas and CPD.
- PROpulsion AI & Automation: Focused on practical applications of AI in financial planning, showcasing tools and skills for ethical use.
- PROpulsion Tech: A multi-day virtual event highlighting the latest technology for financial planning, covering hardware, software, and beyond.
- Ascend Summit: An impactful and entertaining virtual summit offering the latest insights into trends shaping the profession.
For Sponsors
Want to showcase your brand to a dynamic and engaged audience?
Contact us today at info@propulsion.co.za to discuss sponsorship opportunities.