Events for the Financial Planning and Advice Profession

One way we help financial planners, advisers, and their teams build their skills and their businesses is by hosting focused events.

We have built a reputation for hosting amazing live virtual events since 2022 and are fast becoming one of the preferred choices amongst financial planners and financial advisers.

PROpulsion events consist of four focused events

AI and Automation
25 March 2025

Step into the future with this brand-new event focused on AI's role in financial planning. Discover practical use cases, ethical considerations, and trusted tools that can transform the way you work. This half-day virtual and live session will equip you with actionable insights and strategies to embrace AI confidently and responsibly, ensuring your practice stays ahead of the curve.

More Info Coming Soon

Global Financial Planning Conference
All Stars
3 & 4 June 2025

Join us for the fifth and final instalment of this iconic 2-day hybrid event, celebrating the best ideas, speakers, and innovations from the last four years. With 60+ global experts and fresh voices taking the stage, this conference offers an exciting mix of keynotes, panel discussions, and CPD-certified sessions. Whether in-person or online, you’ll leave inspired and equipped with ideas to elevate your business.

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Tech
5 & 7 August 2025

Dive deep into the world of technology at this multi-day virtual event tailored for financial planners, advisers, and their teams. From showcasing the latest hardware and software to exploring next-level tools beyond CRMs, this event is your go-to resource for tech that enhances efficiency, client experience, and business growth. Don’t miss out on panel discussions and keynotes designed to guide you in finding and implementing the right tech for your practice.

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Ascend
7 October 2025

Reimagine what’s possible at this high-energy virtual summit, now in its fourth year. Packed with thought-provoking panel discussions and impactful keynotes, Ascend offers unique perspectives on the trends shaping financial planning today. This morning session will leave you inspired, informed, and ready to tackle the challenges of tomorrow while earning valuable CPD points.

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Get a Season Pass and attend all four events!

In 2025, 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.

Learn More About Becoming a Member
Join the Season Pass Waitlist

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.