PFS Essential skills for the modern financial planner

Manchester Art Gallery
Thursday, 16 May 2024
9:00 am – 1:00 pm (UK time)
    • Phil Bray, Founder, The Yardstick Agency
    • Ed Darling, Co-Founder & Head Coach, Project Charisma
    • Andy Nash, Pension Specialist, M&G Wealth
    • Lisa Webster, Senior Technical Consultant, AJ Bell

For more details and to book your place, please click here. On behalf of the PFS Greater Manchester Regional Committee, we invite you to our inaugural event. The event will explore the vital skills you need to thrive: High level communication and brand development together with technology that adds efficiency to your business.

Learning objectives

  • We will explore in detail personal and business brand development and how social media could be used to gain momentum
  • You will learn how to gain confidence to stand in front of an audience and deliver your message clearly leaving a lasting impression
  • Technical sessions on consumer duty, thematic review & transitional arrangements
  • Time to network with all the speakers and your peers including lunch and refreshments Please reserve your complimentary place for all PFS members and we welcome all guests.
  • Mosley St
  • Manchester
  • M2 3JL
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at