The Financial Planning Summit 2024 – Virtual event

Registration is now open for The Financial Planning Summit 2024, which will be held virtually on Wednesday, 9 October. The theme for this year’s Summit is “Maximising the value of your financial advisory/wealth management business”. 

About the Financial Planning Summit

Launched in 2020 by The Collaborative Exchange, SA’s leading financial conference organisers, this event has been an outstanding success as it focuses on the business of financial planning.

Many financial advisory and wealth management businesses struggle to plan effectively for succession as the industry matures. Bringing in younger partners and providing long-term equity participation for them is challenging. There are also many acquirers and aggregators of financial planning companies with deal-making at an all time high in North America and Europe.

By registering for the event, you will learn from peers and industry experts about:

• How to consider expanding your business via M&A and build scale by partnering
• How seasoned financial planning businesses have planned for succession while avoiding common pitfalls and risks
• Understand how small financial advisor firms can thrive and succeed while remaining independent
• Learn from varying stakeholders in London and Australia and what we can learn from their global insights on mergers and acquisitions and their parallels to the South African industry
• Learn about the threat of cyber security in financial services and what your business needs to do to remain alert to new threats
• How your business can create the right culture to attract and retain top talent in the financial planning/wealth management industries

An excellent line-up of domestic and international speakers will share their insights on these subjects during the Summit.

Content will be available live or on-demand up until the end of November 2024. CPD points will be allocated for the content that you view and is subject to the approval of The Financial Planning Institute.