A financial planning festival for the future.

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5th October 2022

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Liverpool

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Festival Vibe

modern ideas.

innovation.

growth & collaboration.

who this is for:

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Young Financial Planners

We want to send a message to the

financial planners of the future

that the profession is moving

forward and that innovation is

very much alive.
 

CHANGE. will inspire younger

financial planners to continue to

bring financial services into the 21st Century.

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Career Changers

The financial planning profession is well-known for being a welcoming option for second careerists.

 

Our festival will integrate them as part of the conversation about the future of our profession.

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Ambitious Administrators

For those who are currently administrators and are looking to make the journey across to being a financial planner.

 

This festival will surround them with the people, ideas and resources that they need to make this journey smooth and enjoyable.

Students

Financial Planning is one of the most rewarding careers available, but the barriers to entry mean that this is lost in translation.

 

This festival will remove those barriers and share the amazing career opportunities for students and graduates.

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what's going on?

Streams

Throughout the course of the day, we will have a wide range of speakers sharing their wisdom on the following topic areas:

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Future Leaders

Personal Branding

Adaptability

The Tech House

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Hubs

Another brand-new feature for this festival are our all-day Hubs, where our delegates can come together to create something awesome in the following areas:

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Mentoring

Podcast Booth

Community Speed Dating

Keynote Speaker

No fund talks. No traditional old ideas.

 

Our Keynote Speaker will be someone who can inspire our audience and leave an influence on the financial planning community.

Networking

We have chosen a space for this festival to be somewhere that conversation thrives and ideas bloom.

 

With new relationships comes collaboration, resulting in long-lasting innovation for our profession.

our speakers:

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Tru Powell

Sarah Pennells

Martin Ruskin

Entrepreneur

Consumer Finance Specialist

Financial Planner

Coffee Club Sessions

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Gavin Brown

David Hearne

James Beck

Communicating Cryptocurrency as an asset class

Challenging Client Conversations

Stepping up through life's transitional stages

Plus LOADS more to be announced...

the agenda:

12PM

registration

1PM

lunch & networking

1:10PM

streams

1:55PM

break & networking

2:15PM

streams

2:45PM

break & networking

3:15PM

graduate panel OR furnace speaker

4PM

speed networking (drinks optional)

5:45PM

live music, networking & street food

5PM

keynote speaker

6:45PM

bingo

8:30PM

live DJ

10PM

close

our venue:

Camp & Furnace, Liverpool

Our home for this festival will be the complete opposite of the typical financial services event.

 

We have pitched up at Camp and Furnace in Liverpool, which is an arty industrial warehouse in a bustling, eclectic part of Liverpool. 

This beautiful venue is the perfect home for a catalyst towards change. 

Bar

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Great Transport Links

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'Whatever you feel comfortable in' Dress Code

plus...

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Live Music

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Entertainment

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Street Food

tickets.

This festival has been designed to take the financial planning forward and create long-lasting change. 

To extend the change we are creating, this festival will be not-for-profit, and all of the profits from ticket sales will go to good causes.

This creates Change within and outside of our profession. 

£50

per person

our communities...

CHANGE is here to create a more collaborative profession through relationships and group thinking. We are therefore supporting the following communities as part of this:

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The Paraplanner Club

The Paraplanner Club is a free mentoring scheme specifically designed with paraplanners in mind. Paraplanners at all stages of their careers can benefit from this initiative, regardless of whether they are just starting out or looking to advance.

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Financial Adviser Mentorship (FAM)

The home for career builders in financial services.

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Her Future Bright

A place where women in finance come together... In every episode, Chanelle Pattinson interviews an inspiring woman infinance, on the Her Future Bright Podcast.

 

They discuss their experiences, achievements, how they are doing thingsdifferently and how they are bringing our profession forward.

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Master Practitioners Club

This Club is for you if you are the ambitious Practice Manager or Operations Director of a small to medium-sized Financial Planning firm based in the UK. You form the bridge between the business owner and the rest of the in-house or outsourced team and yearn, for tried and tested ideas, guidance and mentorship.