FEIFA frequently arranges events for members including, but not limited to, conferences, seminars and masterclasses - details on past and future events are outlined below.
We also help to organise a number of professional development and training sessions, in conjunction with our Partner companies. Further details are outlined below or can be obtained by contacting us.
In addition, we ensure that our members are aware of, and able to obtain invitations to, external conferences and similar events across Europe – often at no cost or at a discount.
FORTHCOMING FEIFA EVENTS AND EXTERNAL EVENTS
SUMMARY OF PAST FEIFA EVENTS
24 May 2024 – FEIFA Annual Conference
Our Annual Conference took place at the exclusive Hilton London Tower Bridge hotel. It was entirely complimentary for delegates and attendance was only available to FEIFA members and invitees. As in past years, the Conference was unique in that it was predominantly designed around the requirements of the delegates, our members. The format and structure was planned as a result of the valuable feedback that we have received from our membership and thus provided significant benefits for them – and therefore also proved highly successful for sponsors.
As in previous years, presenting companies included major industry names and the Conference was preceded and followed by a drinks reception. FEIFA members once again received complimentary accommodation at the venue on the previous evening and were able to obtain a CPD certificate for the event.
Members can see details of the Conference schedule here.
Q1 2024 Masterclass Seminars and Webinars
We ran three Masterclass Seminars in Q1 2024, in Limassol (Cyprus) on 29th February, Prague (Czech Republic) on 20th March and Marbella (Spain) on 27th March.
There were also two Webinars, the first on the 5th March and the second on the 13th March, which, between them, encompassed the same content; for our members who were unable to attend the physical events. All of these events included presentations on a wide-range of highly relevant topics and, as always, provided excellent professional development training and also helped to meet some of our members’ CPD requirements.
The full details about each of these seminars and webinars can be accessed by our members at the Masterclasses Q1 2024 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
Q4 2023 Masterclass Seminars and Webinars
We held three Masterclass Seminars in Q4 2023, in Marbella (Spain) on 24th October, Prague (Czech Republic) on 1st November and Limassol (Cyprus) on 21st November.
There were also two Webinars, the first on the 7th November and the second on the 14th November, which, between them, encompassed the same content; for our members who were unable to attend the physical events. All of these events included presentations on a wide-range of highly relevant topics and, as always, provided excellent professional development training and also helped to meet some of our members’ CPD requirements.
The full details about each of these seminars and webinars can be accessed by our members at the Masterclasses Q4 2023 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
22 May 2023 – FEIFA Annual Conference
Our Annual Conference took place at the exclusive Hilton London Tower Bridge hotel. It was entirely complimentary for delegates and attendance was only available to FEIFA members and invitees. As in past years, the Conference was unique in that it was predominantly designed around the requirements of the delegates, our members. The format and structure was planned as a result of the valuable feedback that we have received from our membership and thus provided significant benefits for them – and therefore also proved highly successful for sponsors.
As in previous years, presenting companies included major industry names and the Conference was preceded and followed by a drinks reception. FEIFA members once again received complimentary accommodation at the venue on the previous evening and were able to obtain a CPD certificate for the event.
Members can see details of the Conference schedule here.
March – Q1 2023 Masterclass Seminars and Webinars
We held three Masterclass Seminars in March 2023, in Limassol (Cyprus) on the 1st, Prague (Czech Republic) on the 15th, and Marbella (Spain) on the 28th. There were also two Webinars, the first on the 8th and the second on the 22nd, which, between them, encompassed the same content; for our members who were unable to attend the physical events. All of these events included presentations on a wide-range of highly relevant topics and, as always, provided excellent professional development training and also helped to meet some of our members’ CPD requirements.
The full details about each of these seminars and webinars can be accessed by our members at the Masterclasses Q1 2023 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
November – Q4 2022 FEIFA Masterclass Seminars and Webinars
We ran three Masterclass Seminars in November 2022, in Marbella (Spain), Prague (Czech Republic) and Limassol (Cyprus). These were followed by two subsequent Webinars encompassing the same content, for our members who were unable to attend the physical events. The events included presentations on the causes and impact of inflation, what next for investors and how the investment landscape has changed, as well as whether equities and bonds still work, and how low cost model portfolios can add value to investors and advisors. There were also two excellent presentations on lifetime allowance and planning options, and how diversification doesn’t have to cost the earth
The full details about each of these seminars and webinars can be accessed by our members at the Masterclass Q4 2022 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
May/June – Q2 2022 FEIFA Masterclass Seminars and Webinars
We ran three Masterclass Seminars in late May and early June of 2022, in Limassol (Cyprus), Prague (Czech Republic), and Marbella (Spain). These were followed by two subsequent Webinars encompassing the same content, for our members who were unable to attend the physical events. The events included a presentation considering the benefits of SIPPs and how they are taxed, plus a look at additional due diligence that advisers might consider when assessing provider risks. There were also two excellent, ESG-related presentations; one demystified this whole area and the other looked at Sustainable Investing in Emerging Markets.
The full details about each of these seminars and webinars can be accessed by our members at the Masterclass Q2 2022 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
April 25 2022 – FEIFA Annual Conference
Our 12th Annual Conference took place at the exclusive Hilton London Tower Bridge hotel. It was entirely complimentary for delegates and attendance was only available to FEIFA members and invitees. As in past years, the Conference was unique in that it was predominantly designed around the requirements of the delegates, our members. The format and structure was planned as a result of the valuable feedback that we receive from our membership and thus provided significant benefits for them – and therefore also proved highly successful for sponsors.
As in previous years, presenting companies included major industry names and the Conference was preceded and followed by a drinks reception. FEIFA members once again received complimentary accommodation at the venue on the previous evening.
Further details are available here.
Quarter 4 2021 – FEIFA Autumn Conference Series
Our 11th Annual Conference was entirely complimentary for delegates and attendance was only available to FEIFA members and invitees. As in past years, the Conference Series was unique in that it was predominantly designed around the requirements of the delegates, our members. The format and structure was planned as a result of the valuable feedback that we receive from our membership and thus provided significant benefits for them – and therefore also proved highly successful for sponsors.
In light of the continuing global coronavirus pandemic, the 2021 Conference went online and became our Autumn Conference Series; 7 webinars over 7 weeks, comprising a combination of presentations, keynote speeches, panel sessions and TED talks, with CPD available for each one.
You can see details of the Conference Series schedule here.
March 2021 – FEIFA Masterclass Webinars
We ran two Masterclass Webinars in March – “Financial Planning Themes for 2021” on the 17th March and “Is Your Advice Sustainable?” on the 31st March.
The full details about each of these webinars can be accessed by our members at the Masterclass Webinars Q1 2021 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
November 2020 – FEIFA Autumn Conference Series
Our 10th annual Conference was entirely complimentary for delegates and attendance was only available to FEIFA members and invitees. As in past years, the Conference was unique in that it was predominantly designed around the requirements of the delegates, our members. The format and structure was planned as a result of the valuable feedback that we receive from our membership and thus the event provided significant benefits for them – and therefore also proved highly successful for sponsors.
Unlike previous years, and in light of the global coronavirus pandemic, the 2020 Conference took place online. In fact, it was a series of online events. At 11am CET, on every Tuesday and Thursday in November, we hosted a webinar. These comprised a combination of presentations, keynote speeches, panel sessions and TED talks. And CPD was available for each one. There were also a number of less formal sessions that took place late afternoon on Wednesdays for specific groups of delegates focused on topics of interest for them and arranged in a more discussion-structured manner, which created excellent networking opportunities for all parties.
You can see details of the whole schedule here.
September 29 2020 – FECIF/FEIFA Webinar – “ESG: the new normal in a post-pandemic world?”
To help investment advisors and insurance intermediaries prepare for forthcoming ESG regulation, and existing consumer demand, this webinar assisted attendees to understand what needs to be in place and how they presently compare with their peers.
Commencing from next year, investment advisors and insurance intermediaries will have to provide investors with information related to ESG (Environmental, Social and Governance) for certain financial products and this information must allow them to make informed decisions based on these factors. The first aspects of the EU regulation imposing this will apply from March 2021, and the obligation also applies to credit institutions, investment firms and insurance undertakings.
The webinar included a summary of the most interesting findings from the unique FECIF ESG survey, conducted in the preceding two months, a Q&A with expert panellists, individual presentations from a range of market-leading companies on how they are dealing with ESG within their organisations, plus audience Q&A, with a final round up and summary of what was learned during the event.
The webinar is also available as Video on Demand for FEIFA members throughout October 2020. Please email info@feifa.eu for details.
September 15 2020 – Webinar – “COVID-19: a catalyst for dramatic change in real estate (Schroders)
COVID-19 is obviously having a dramatic effect on many, if not all, aspects of life. In the investment world it’s impact on property, not least commercial real estate, is likely to be particularly dramatic. Urbanisation has been called the most defining trend of the 21st century, some forecasts assume that 90% of the world’s population will be living in cities by the end of this century. The key question for many investors has been how they can get access to one of the world’s strongest trends.
Despite this trend, COVID-19 has dramatically impacted investment markets and real estate is no exception. Return profiles for the different sub sectors such as retail, industrial and office are moving rapidly. Previously defensive assets, like shopping centres, are now the most volatile, with income streams reducing by the day.
It is crucial that investors (and advisers) understand the long term trends that will shape real estate returns. COVID-19 is simply accelerating the adoption of the trends that were already present in the market. Schroders Global Cities investment team utilises a data driven approach to navigate these fast changing markets. The long term track record demonstrates that its approach can add value to investors in both rising and falling environments. The webinar analysed the effect of COVID-19 and ensured that advisers who attended have the necessary knowledge to advise their clients most effectively, in this area. The content was highly focused and thus extremely time-efficient with a Q&A afterwards.
This webinar is also available as Video on Demand for FEIFA members. Please email info@feifa.eu for details.
May 14 2020 – Webinar: Getting back to work (VAM Funds and Sanlam Wealthsmiths)
This webinar covered the following key areas:
- A quick look at the recent relaxation of lockdown restrictions in the UK
- An overview of the events of the last couple of months
- Present global stock market valuations
- Trading strategies in recent weeks and for the future
- High yield debt and its current risk/reward balance
- The Chinese recovery
- Global service industry activity
- Monetary responses around the world and budget balancing
- Inflation and concerns for the future
- Portfolio selection at this time
This webinar is also available as Video on Demand for FEIFA members. Please email info@feifa.eu for details.
Quarter 1 2020 – FEIFA Masterclass Seminars
We ran Masterclass seminars in February and March 2020 in three locations in mainland Europe.
Full details can be found here.
View the slide show for highlights of the Marbella, Cyprus and Prague Masterclasses.
Quarter 4 2019 – FEIFA Financial Planning Masterclasses
We ran Masterclass seminars in October and November 2019 in three locations in mainland Europe. Full details can be found here.
SUMMARY OF PAST EXTERNAL EVENTS
18-20 March 2024 – SRP Europe Conference
Once again, FEIFA is supporting this conference for the structured products industry.
In the organisers’ own words: “The SRP Europe conference will take place on 18-20 March at etc.venues 155 Bishopsgate, London. SRP Europe offers a platform for the structured products community to come together, share knowledge, and drive the industry forward.”
FEIFA members can attend free of charge. Please register here. For more details about the conference, please click here. For any questions about the conference, please contact: Dora Lu – dora.lu@delinian.com.
25 May 2023 – II CONNECT 2023
lnternational Investment’s flagship event for the international financial services industry, II Connect, was designed to enable you not only to expand your existing network of contacts, but also to build new knowledge and insights across the challenging cross-jurisdictional financial planning and wealth management space.
This event’s innovative and highly participatory format will gave golden opportunities to speak directly to the circle of connections that make the client advice experience complete, such as expert lawyers, accountants, specialist tax, trust and retirement advisers, as well as business model consultants including tech gurus.
FEIFA members had a dedicated login access.
17 February 2023 – Moneycorp Foreign Exchange CPD session
To help you protect your clients, Moneycorp is ran a Foreign Exchange CPD session in collaboration with FEIFA on Friday 17th February. The session was hosted by international payments expert Max Huseyin and focused on managing foreign currency exposure and risk effectively.
7 – 9 March 2023 – SRP Europe Conference
FEIFA supported this must attend conference for the structured products industry. With major figures attending from the buy-side and sell-side, the event presented crucial insight into the market from senior industry experts, and offered valuable networking opportunities, and a chance to reconnect with peers from across the continent.
IFAs, distributors, issuers, asset and wealth managers, regulators and industry bodies, tech and service providers were invited to register and FEIFA members had the benefit of attending free of charge.
11 May 2022 – International Investment Connect 2022
Life industry consolidation, making better professional connections, fintech, DFMs and taxation and trusts were among the key topics that were debated at International Investment’s inaugural flagship event – II Connect 2022.
FEIFA CEO Paul Stanfield joined Graham Morrall – Global Sales and Marketing Director, Hansard and Deborah Shields – Head of Business Development, Hansard, Richard Burden – Head of International Sales, Canaccord Genuity Wealth Management, Michael Crowe, CEO, Finance Isle of Man, Simon Pickering, Head of Insurance and Pensions, Department of Enterprise, Isle of Man Government, Jeremy Bezant – Head of International Business Development, Tilney Smith & Williamson, Julia Peake – tax and estate planning specialist and John Chew – pensions and estate planning specialist, Canada Life International, Matt Winter – head of adviser solutions, Brooks Macdonald, Aslam Shareef – Director and Head of Investments, Fairway Group; David White – Director, QB Partners, Bob Pain, CEO, AILO and, II Connect’s keynote speaker the Rt Hon. Lord Owen.
The event brought together everything that International Investment does in one day – with building out professional connections front and centre at the heart of the event included a series of networking breaks, a networking lunch and end of day drinks for all participants.
22 – 24 March 2022 – SRP Europe Conference
Professionals dedicated to the growth of Europe’s structured products industry gathered for this event in London, to network with their peers for the first physical SRP Europe Conference since the pandemic began. The organisers were delighted to welcome a distinguished line-up of speakers who discussed the key challenges and opportunities facing the market right now.
FEIFA members had the benefit of attending free of charge.
1 – 4 March 2021 – SRP Europe Conference and Awards 2021
Professionals dedicated to the growth of Europe’s structured products industry gathered in large numbers at this successful online event. As the markets stabilise, conditions for investors look much more positive than they were last year. Nevertheless, with interest rates lower than ever, the hunt for liquidity has never been more challenging and so this event enabled European advisers to “explore the potential of structured products with clear, objective information about how they work in practice”.
FEIFA arranged free delegate places for its members at this, the 18th year of this flagship event, where they gained exclusive insights on how to advise in times of uncertainty, attract new investors and adapt to the new world.
September 26th 2019 – IA Future Advisory Forum Europe
The 2019 event was held at the Courthouse Hotel, London. The conference was organised and hosted by International Adviser magazine and held in association with FEIFA, as per past years. The event brought together advisers, wealth managers and investment specialists in a series of interactive and educational sessions. Global fund groups, pension and insurance companies and regulatory and risk specialists offered their perspectives on the impact of the regulatory reforms and delegates heard the latest investment news to help determine the best solutions for clients and for business in a fast-changing world. The event was followed by the International Adviser Best Practice Adviser Awards and then, subsequently, the FEIFA AGM. Attendance at the conference was complimentary for FEIFA members, as was the accommodation for the evening beforehand.