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
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. If the substitute is subject to a different price or, 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.
Should it be necessary to reduce numbers in the venue, delegates will be invited to attend in the order
booked. 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.
Sponsors & Exhibitors
By registering to attend The Financial Planning Conference 2023, I acknowledge that my name, company name,
firm FCA number
and email address will be shared with sponsors associated with the conference so that they might follow up
with me after the event.
March 2023 “Win an Upgrade” Competition
Terms and conditions relating to the above social media competition can be viewed here.
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 Paraplanner Conference
For existing members
As existing members, delegates may book a discounted delegate pass to attend The Paraplanner Conference
2023. The delegate must be an active member of the CISI at the date of the event. As such, a member’s
annual
renewal of membership for 2023-24 must be completed by Friday 28 April 2023.
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, 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 2023, I acknowledge that my name, company name, firm FCA
number and email address will be shared with sponsors associated with the conference so that 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
All free social and networking events can be cancelled with no charge, at least 24 hours before the event by
heading to the My Events section in MyCISI.
Regarding all paid events, 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 event, subject to available places and the cancellation charges outlined
above. Any price differential will be refunded or charged as relevant.
Attendees may send a substitute to an event in their place. If the event is only available to members, or
members of a certain level the substitute must also be a member/hold that level of membership. 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.
Professional Forums
Professional Forums are free for Chartered members, FCSIs, MCSIs, ACSIs and Affiliates. Students are
entitled to attend one meeting of each of the eight 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 CPD and Networking in advance of the event via cpdevents@cisi.org or speak with the on-site
event 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 CISI CPD
& Networking Team can be contacted on +44 20
7645 0652 or via email to cpdevents@cisi.org for further information.
Futureproofing Financial Services
The CISI Masterclass for Strategic Partners in Africa
Early bird discount
The early bird discount available to members and non-members expires on 10 March 2023, with payment by 30
March 2023.
Cancellation and refunds
This event is subject to a minimum level of registration bookings and availability.
We advise that flights, visa applications and other travel arrangements are not booked until your place is
confirmed,
the CISI is not liable for any cancellation costs associated with the cancellation of this event other than
the event
fee.
Your place will be confirmed after the 31 March 2023 on a first come first served basis, with payment to
secure your
place.
The event cost is non-negotiable and includes all the elements of the agreed programme. We may be able to
accommodate additional guests to single elements of the programme for an agreed fee – this too will be
subject to these terms and conditions.
A full refund will be given if a cancellation is received more than one calendar month in advance of the
Masterclass. 50% of the fee will be refunded for cancellations received up to 15 working days prior to the
Masterclass. No refund will be given within 15 working days of the Masterclass. You will be able to send an
alternative representative in your place as long as we have notice of this at least 24 hours before the
event.
From time to time it may be necessary for the CISI to reschedule or cancel events, in this case all attendees
will be offered a free transfer to a new date, alternative event or a full refund. We will not be able to
reimburse any additional expenses incurred, this includes travel or any other associated costs outside of
our event agreement.
Hotel accommodation
The Masterclass package includes three nights stay at a central London hotel, currently this is offered at
the Club
Quarters but is subject to change depending on total bookings. The CISI will endeavour to offer any
alternative at the
same level or higher.
Rooms are offered on a single occupancy basis, you will be welcome to amend your booking on any other
occupancy basis by
contacting the hotel directly and paying any additional fee directly to them. The CISI are not liable for
these
arrangements and you will be entering a new set of terms with the hotel directly at this point.
Visas
Please note we are not able to help with your visa application, however once you have paid for your place on
the
Masterclass we will be able to provide a visa acceptance letter to confirm your attendance.
Insurance
We strongly recommend that you have adequate travel or business insurance to cover your stay in London. The
CISI will
not be able to cover any costs associated with personal insurance.
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.