Events for the Financial Planning and Advice Profession

How Does PROpulsion Help FFPs?

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: 4 Industry Focused Events

Practice Management Conference
17 March 2026

Artificial intelligence is reshaping how financial advice firms operate. This virtual conference explores how advisers can practically use AI and technology to improve efficiency, strengthen compliance processes, and enhance the client experience.

Focused on real-world application, the Practice Management Conference is designed to help advisers understand what is possible and how to implement it within their businesses, while earning CPD points

Financial Planning Conference
9 June 2026

As clients become more globally mobile, advisers are increasingly navigating cross-border planning challenges. This virtual conference brings together planners working with internationally mobile and high-net-worth clients.

With a strong focus on practical implementation, the Financial Planning Conference explores how to structure advice, manage complexity, and deliver meaningful outcomes for global clients, supported by real examples and actionable insight.

PROpulsion Connect
19 August 2026

PROpulsion Connect is an exclusive, in-person event held in Cape Town, designed to bring the PROpulsion community together in a relaxed and highly interactive setting.

Based on the PROpulsion LIVE show format, this event focuses on conversation, collaboration, and connection between advisers, partners, and peers, creating space for honest discussion and shared learning.

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 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.

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.