A conference focused on the real-world challenges financial advisers face, from technical complexity and evolving client needs to the practical realities of delivering advice
What this conference is about
The PROpulsion Financial Planning Conference focuses on the financial planning work itself, the client situations, technical considerations, and real-world complexity that advisers need to navigate every day.
Financial planning is not always straightforward. Clients’ needs are evolving, their situations are becoming more complex, and many planning decisions do not fit neatly into standard solutions.
This conference is designed to explore those realities, looking at what clients are actually experiencing, where complexity arises, and how advisers can respond with clear, practical advice.
Each year, the conference focuses on a specific theme within financial planning, shaped by the issues advisers are seeing in the field and where practical insight is needed most.
Who should attend
This conference is designed for:
- Financial planners and advisers working directly with clients
- Paraplanners and technical support staff involved in research, analysis, and plan preparation
- Practice owners and senior advisers handling more complex client cases
- Professionals involved in estate, tax, structuring, or cross-border planning
- Advisers looking to strengthen their technical understanding and improve how they handle real client complexity
What makes it different
The Financial Planning Conference is different from many industry events because it focuses on how financial planning works in practice, not just theory or product.
You can expect:
- Practical insight into real client situations and planning complexity
- A focus on how advice is applied, not just what should happen in theory
- Content that explores where planning decisions become more nuanced or difficult
- Sessions that highlight what can go wrong and how to manage it
- Guidance on working with specialists and navigating complex cases
- A conference worth attending every year, as client needs, regulation, and planning challenges evolve
- Each year has its own theme, reflecting the most relevant financial planning issues at the time
Conference editions
Explore the latest Financial Planning Conference, including the current theme, keynote speakers, and agenda.
2027
Details coming soon