A transformative virtual summit aimed at inspiring financial planners and advisers to rise above challenges and elevate their practice, capturing the action-oriented spirit of reaching new heights in the rapidly changing financial planning landscape.
“ASCEND” is designed to inspire, educate, and motivate financial planning professionals to elevate their practice in an ever-evolving industry. This year, our focus is on action, progress, and climbing higher, which is perfectly encapsulated by our theme – “Ascend”.
The summit will feature renowned experts discussing critical trends such as the psychology of financial planning, hyper-personalization, effective CRM usage, cross-border financial planning, best practice management, and successful succession planning.
By integrating these trends into one’s practice, you will not only keep pace with the changing financial landscape but also ascend to new heights of professional excellence. Join us as we strive to redefine the future of financial planning together, one step at a time.
This year, the PROpulsion Summit 2023: Ascend event, will give you UP TO 5 verifiable CPD points.
Your CPD points may be adjusted based on your attendance.
YES. Recording of the event will be available for 2 weeks after the event and you will still be able to earn CPD.