CPD Seminars
Members
CPD events are free for Chartered members, FCSIs, MCSIs, ACSIs and
Affiliates. Students are entitled to attend four events free per year.
If you have booked and are unable to attend please head to the
My Events section in MyCISI to
cancel your booking within 24 hours of an event, so that the place can be
made available to another member on the waiting list. There is no charge
for cancellations made up to 24 hours prior to the event.
Non-members
For non-members, cancellations received up until two days prior to the
event will not incur any charge. Any cancellations received within 48
hours of the event will incur a 50% charge. No refund will be given for
cancellations received on the day of the event.
Up to 48 hours prior to the event non-members may transfer to another
event free of charge, subject to available places. Any price differential
will be refunded or charged as relevant. Any transfers received within 48
hours of the event will incur a 50% charge.
Non-members may send a substitute to an event in their place.
The Financial Planning Conference – Terms and Conditions
These terms and conditions apply to all bookings for The Financial Planning Conference (the “Conference”), organised by the Chartered Institute for Securities & Investment (“CISI”, “we”, “us”, “our”). By registering for the Conference, you agree to these terms.
1. Bookings and Payment
All bookings must be made through the official CISI booking channels and are subject to availability. Your place at the Conference is confirmed once full payment has been received.
2. Cancellations and Refunds
If you are unable to attend, the following cancellation terms apply:
- More than 30 calendar days before the Conference: a full refund will be issued.
- Between 30 and 10 working days before the Conference: a 50% refund will be issued.
- Within 10 working days of the Conference: no refund will be given.
No refunds will be provided for non-attendance due to illness, unexpected life events or other personal reasons.
Tickets cannot be rolled over to The Financial Planning Conference 2027 or to any other CISI event.
3. Delegate Substitutions
You may nominate a substitute delegate to attend in your place, subject to a £50 + VAT transfer fee per booking.
- Substitute details must be provided no later than 5 working days before the Conference.
- If the substitute is eligible for a different ticket price, or if any elements of the booking are changed (including upgrades or additional purchases), any price difference will be payable at the time of transfer.
- No refunds will be issued for any reduction in package within 10 working days of the Conference.
4. Conference Changes or Cancellation by CISI
We reserve the right to make changes to the Conference programme, speakers, content, timings or venue where necessary. Such changes do not entitle attendees to a refund.
In the unlikely event that CISI needs to reschedule or cancel the Conference, attendees will be offered one of the following options:
- A free transfer to the rescheduled date
- A free transfer to an alternative CISI conference
- A full refund of the registration fee
CISI cannot reimburse any additional costs incurred by attendees, including travel or accommodation expenses.
If it becomes necessary to reduce venue capacity, places will be allocated in booking date order.
5. Force Majeure
CISI will not be liable for any failure or delay in delivering the Conference where this is caused by circumstances beyond our reasonable control, including (but not limited to) extreme weather, public health emergencies, government restrictions, industrial action, failure of utilities or transport networks.
6. Conference Materials
Where available, event materials will be provided automatically to the registered delegate after the Conference. Availability of materials is not guaranteed for all sessions.
7. Attendee Conduct
All attendees are required to comply with the CISI Attendee Code of Conduct, which is provided separately to registered delegates and forms part of the conditions of attendance.
CISI reserves the right to refuse admission to, or remove from, the Conference any attendee who breaches the Code of Conduct. No refund will be payable in such circumstances.
8. Photography, Filming and Recording
The Conference may be photographed, filmed or recorded by CISI or its appointed contractors. By attending, you consent to the use of images or recordings in which you may appear for CISI’s promotional, marketing or training purposes, without compensation.
9. Networking and Attendee List
To support networking, an attendee list through the conference app will be made available to delegates. You can opt in to share your name and firm on this list that will be shared with other registered attendees.
10. Sponsors and Exhibitors
By registering to attend the Conference, you acknowledge that your name, company name, firm FCA number and email address will be shared with Conference sponsors and exhibitors so that they may follow up with you after the event. Any follow-up communications will be subject to the sponsor’s own privacy practices.
11. Data Protection
Any personal information you provide will be added to CISI’s membership database and processed in accordance with applicable data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Further information about how we use your data, your rights, and how to contact us can be found in the CISI Privacy Policy.
12. Liability
CISI accepts no responsibility for loss, damage or theft of personal belongings during the Conference. Nothing in these terms limits or excludes liability where it cannot lawfully be excluded.
13. Governing Law
These terms and conditions are governed by the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.
The Paraplanner Conference
For existing members
As existing members, delegates may book a discounted delegate pass to
attend The Paraplanner Conference 2024. The delegate must be an active
member of the CISI on the date of the event.
Cancellation, refunds and non-attendance
A full refund will be given if a cancellation is received more than one
month in advance of the conference. 50% of the fee will be refunded for
cancellations received up to 10 working days prior to the conference. No
refund will be given within 10 working days of the conference.
From time to time, it may be necessary for the CISI to reschedule or
cancel a conference; in this case, all attendees will be offered a free
transfer to the new date, an alternative conference or a full refund. We
will not be able to reimburse any additional expenses incurred including
travel.
Sponsors & Exhibitors
By registering to attend The Paraplanner Conference 2024, I acknowledge that my name, company name, firm FCA
number and email address will be shared with sponsors associated with the conference so they might follow up
with me after the event.
Data protection
Any information that you provide to us will be added to our membership
database and will be processed in accordance with all applicable
requirements of Data Protection Legislation, as amended or updated from
time to time. For the purposes of these conditions, ‘Data Protection
Legislation’ refers to all relevant Data Protection laws, including
but not limited to the General Data Protection Regulation
(“GDPR”) and the Data Protection Act 2018 (“DPA”),
and any successor legislation to the GDPR or the DPA. You can view the
CISI's privacy policy
here.
The Accredited Financial Planning FirmsTM Conference
A full refund will be given if a cancellation is received more than one
month in advance of the conference. 50% of the fee will be refunded for
cancellations received up to 10 working days prior to the conference. No
refund will be given within 10 working days of the conference.
Attendees may send a substitute to an event in their place subject to a
transfer fee of £50+ VAT per booking. Where there is a charge for an
event, if the substitute is subject to a different price, if they amend
any elements of the booking including upgrades or new purchases, the
differential will be charged at the point of the transfer as relevant. No
refunds will be issued for any reduction in package within 10 working days
of the event. From time to time it may be necessary for the CISI to
reschedule or cancel a conference, in this case all attendees will be
offered a free transfer to the new date, alternative conference or a full
refund. Unfortunately we won’t be able to reimburse any additional
expenses including travel.
Event material, where it is available, will automatically be sent to the
registered delegate.
Data protection
Any information that you provide to us will be added to our membership
database and will be processed in accordance with all applicable
requirements of Data Protection Legislation, as amended or updated from
time to time. For the purposes of these conditions, ‘Data Protection
Legislation’ refers to all relevant Data Protection laws, including
but not limited to the General Data Protection Regulation
(“GDPR”) and the Data Protection Act 2018 (“DPA”),
and any successor legislation to the GDPR or the DPA. You can view the
CISI's privacy policy
here.
Courses & Workshops
A full refund will be given if a cancellation is received more than two
months in advance of the event. 50% of the event fee will be refunded for
cancellations received up to 10 days prior to the event. No refund will be
given within 10 days of the event. Event material, where it is available,
will automatically be sent to the registered delegate.
Attendees may transfer to another conference or course free of charge up
to 2 days before an event, subject to available places. After that the
cancellation fee above will apply. Any price differential will be refunded
or charged as relevant.
Attendees may send a substitute to an event in their place. Where there is
a charge for an event if the substitute is subject to a different price,
the differential will be refunded or charged as relevant.
From time to time it may be necessary for the CISI to reschedule or cancel
an event, in this case all attendees will be offered a free transfer to
the new date, alternative course or full refund. Unfortunately we
won’t be able to reimburse any additional expenses including travel.
Data protection
Any information that you provide to us will be added to our membership
database and will be processed in accordance with the Data Protection Act
1998.
By submitting registration details to attend CISI Financial Planning
events, delegates agree to allow the CISI and companies associated with
Financial Planning events and conferences to contact them regarding their
services. The contact details of registered delegates will be placed on
the attendee list which will be passed to sponsoring companies and to all
attendees for them to see who is at the conference for the purpose of
networking.
Social and Networking Events
Event Cancellation and Transfer Policy
Free social and networking events can be cancelled at no charge, provided cancellation is made at least 24 hours prior to the event via the My Events section in MyCISI.
For paid events:
- Full refunds are available for cancellations made more than two months before the event date.
- 50% refunds are available for cancellations made up to 10 days prior to the event.
- No refunds will be issued for cancellations received within 10 days of the event.
Where applicable, event materials will be sent to the registered delegate.
Transfers:
Delegates may transfer to another event, subject to availability and the cancellation terms outlined above. Any difference in event pricing will be refunded or charged as appropriate.
Substitutions:
A substitute attendee may be sent in place of the registered delegate. For member-only events, or those restricted to specific membership levels, the substitute must hold the appropriate membership. If the substitute is subject to a different pricing tier, any price difference will be refunded or charged accordingly.
Professional Forums
Professional Forums events are free for Chartered members, FCSIs, MCSIs, ACSIs
and Affiliates. Students are entitled to attend one event of each of the
nine forums per year.
If you have booked and are unable to attend we ask that you email
events@cisi.org at least 24 hours
before the event, or cancel your booking online via the
My Events section in MyCISI, so
that the place can be made available to another member on the waiting
list. Transfers and substitutions are not usually available please email
as above to discuss.
Photography, Filming and Recording at our Events
The CISI has photographs taken and has film/video and/or audio recordings
made of a number of its events for use on our website, for promotional
publicity and for other purposes in printed and digital media including
online CPD opportunities, newsletters and publications, which may be seen
throughout the world. Whilst attendees and audiences at events are not
normally the focus of these photos or recordings, we reserve the right to
capture both photographs and audio visual from all of our events. If you
attend our events after a booking has been made for you using our standard
booking conditions or you accept an invitation from us, you will be
regarded as having accepted this and to have agreed that we may make use
of any rights attaching to any images or recordings for the purposes set
out above. Should you wish to discuss your participation at an event
please contact the Events team in advance of the event at events@cisi.org or speak with the on-site team on the day.
Where the focus of the photography or recordings is of individuals or
small groups, we will always try to obtain those individuals' consent to
use of their image or recordings of them. Where we have not been able to
obtain consent from the individuals involved, for example, because we do
not have names or contact details of the relevant individuals, we will use
such images or recordings with general descriptions only (eg. pictured
left to right are attendees at the CISI Annual Conference). We will not
use information, such as names, unless we have obtained your written
consent.
For further information please contact
marketing@cisi.org
External CISI TV Providers
As part of our commitment to provide as broad content as possible CISI
wishes to recommend alternative sources of online CPD to our members via
CISI TV. The CISI TV External Providers Policy outlines our verification
and approval process for this content.
Please note: The content on CISI TV is not recorded for the purpose of
replacing professional advice and no responsibility is taken if used in
this capacity.
Travel Disruption
In the event of predicted widespread travel disruption (such as tube
strikes or adverse weather conditions) we will keep attendees informed of
decisions regarding the cancellation/continuation of the event. When it is
possible the disruption will not occur, we will reserve our decision until
we have certainty of the impact. We reserve the right to continue with an
event if disruption occurs, particularly if a seminar is being filmed for
CISI TV. Should we continue despite travel disruption and many delegates
are unable to attend they will not be charged the non-attendance fee.
Where possible, fee-based events will continue as planned and delegates
should make alternative travel arrangements. If fee-based events are
rescheduled, our normal Terms and Conditions will apply.
Delegates will be contacted first by email when the threat arises, and
again once a decision is made. The Events team can be contacted via email at events@cisi.org for
further information.