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Personal Financial Planning Community

This increasingly important area of professional advice typically involves lifetime cash-flow modelling, investments, pensions, property, retirement planning, inheritance tax, wills, probate and insurance.
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Key resources and support

Events
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Events

Upcoming events and webinars for community members.

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Recordings
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Recordings

On-demand webinars and recordings for community members.

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Resources
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Resources

Resources on practice development, investments, pensions, retirement planning, estate planning, wills and probate, and property.

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Rewards
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Get more from your membership

Discover exclusive discounts for ICAEW Members with Member Rewards.

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Regulation
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Regulatory Insights

Stay informed about industry regulations with key updates and guidance.

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Newsletters
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Newsletters

Community newsletter archive.

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CPD
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Academy

Top-class public and bespoke CPD training for finance professionals. ICAEW Academy is now offering virtual classrooms.

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Disclaimer
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Disclaimer

A disclaimer covering no advice, and accuracy of information.

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Find out more about how ICAEW's CPD Regulations are changing after 1 November 2023
Guidance

Supporting you with CPD

  • Helpsheets and support
  • 24 Apr 2023
Accessing content from this community may help towards meeting ICAEW's revised Continuing Professional Development (CPD) Regulations, which come into effect on 1 November 2023. Find out more about what your new CPD obligations will be.
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