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Exeter & North Devon

Chair: Geoff Butler CertPFS (geoffbutler@btinternet.com)
Chartered Champion: Roger Easterbrook (reasterbrook@googlemail.com)
Education Outreach Ambassador: Dawn Richards DipPFS, Cert CII (MP) (dawn@dawnrichards.com)
Membership Officer: Helen West (helen.westfm@gmail.com)
New Professionals Officer: Vacant
Professional Qualifications Officer: Theresa Atal CertPFS, Cert SMP (theresa.atal@tomfrench.co.uk)
SMP Advocate: Vacant

  • Welcome from Exeter & North Devon
    by Dave Octave

    Welcome to the Exeter & North Devon events page where you’ll find details of all our regional events, both those organised locally and those organized centrally. Just click on the relevant box to get more information about an event and to make a booking.

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  • 2022 Exeter & North Devon Regional Conferences
    by Dave Octave

    We are really pleased to be returning to a full program of Face-to-Face events in 2022 and below are some dates for our Exeter & North Devon regional events. Click on the link below to register or save them in your diary if registration is not yet opened..

    More events, organised by your regional committee will be advertised in due course. If you have any suggestions for local events you would like to see, please contact your committee.

    2023 date will be available to book soon

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  • Exeter CII CPD F2F sessions
    by Dave Octave

    •7th September 2022 – Purpose of Duty, Jeff Heasman (Exeter Court Hotel)

    •21st September 2022 – Communicating with Vulnerable Clients, Jeff Heasman (Exeter Court Hotel)

    •19th October 2022 – Inclusion, Diversity & Communication, Jeff Heasman (Exeter Court Hotel)

    •12th October 2022 – Scottish Widows – (Exeter Court Hotel)

    •26th October 2022-CRP & CIP – Investec –(Exeter Court Hotel)

    To register you place on any on these events please visit the Exeter CII events

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  • POWER
    by Dave Octave

    FINE TUNE YOUR FINANCIAL PLANNING SKILLS

    If you haven’t visited the pfspower.org website yet, now is the time.

    Explore the extensive digital hub for financial planning skills, where brand new content is added every week, including a weekly live webinar delivered by expert practitioners and coaches. Our top rated webinars include topics such as ‘finesse your first meetings’; ‘how to get a million in revenue’ and ‘how to politely screen your clients’.

    To find out more, watch a webinar or check in on the latest content head to pfspower.org

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