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Events

We run events every March, May and November, with our Annual Conference held in September.  Our events are typically based on topical items such as pending legislation, compliance, financial planning, retirement planning, tax, estate planning etc.  Click on the button below to see details of all of our previous events.

Advocacy

Our mission is to enhance the understanding of financial planning as a profession and to represent the views of our members with regulatory, governmental, statutory and consumer bodies.

Our first formal submission was made to the Department of Finance in October 2018 in relation to the public consultation on the Roadmap for Pensions Reform 2018-2023.

Click here to download the submission.

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