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Personal Financial Planning Community events

Upcoming events and webinars for Personal Financial Planning Community members.

Community events and webinars

Date Event Description More info
21 November 2024 Inheritance Tax workshop
Build a fundamental understanding of the key aspects of Inheritance Tax with this two-hour workshop, providing you with information on how Wills and Trusts can provide tax savings and asset protection for you, your family, and your clients.
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27 November 2024 Trusts and investment bonds: perfect partners for wealth management
Join industry experts for a refresher on trust types and investment bonds.
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2 December 2024
Residential Property Conference 2024
Get the latest sector specific insights, knowledge and thought leadership at our annual conference.
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caba webinars and e-learning

Boost your personal growth with our expert-led training, tailored for how you want to learn. Counting towards your ICAEW CPD hours and covering a range of topics in career, mental health, physical health and financial health.

Verify your CPD

Watching these recordings can count towards your verifiable hours. After watching a webinar fill out this form to receive evidence for your CPD record.

CPD verification formYour CPD record

Further resources

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Newsletters

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Regulatory Insights

Stay informed about industry regulations with key updates and guidance.

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Recordings

On-demand webinars and recordings for community members.

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