Webinar: Educating for impact: building financial confidence 2025

In this IIL financial planning webinar, Carla Brown gives valuable insights into the power of financial education, what practical strategies the PFS are currently working on to increase financial education, and encouraging young people into our profession, along with actionable steps to enhance professional development and client trust in an evolving world.

In this session, Carla Brown, President of the Personal Finance Society, explores the role of financial education in empowering individuals, professionals, and communities. Attendees can learn about the impact of PFS initiatives such as My Personal Finance Skills, which has engaged over 100,000 students, and discover opportunities for personal and professional development through platforms like Connect and the POWER program.

This session highlights the importance of increasing financial literacy, promoting lifelong learning, and shaping the future of the financial planning profession through collaboration, trust, and excellence.

Learning objectives

• Understand the importance of financial education: recognise how financial literacy empowers individuals and communities, builds confidence and informed decision-making
• Explore PFS educational initiatives: gain insights into successful programs such as ‘My Personal Finance Skills’ and their impact on building financial awareness in younger generations
• Develop lifelong learning practices: identify strategies to stay ahead professionally by embracing continuous education and personal development
• Leverage PFS tools and resources: learn how to utilise platforms like Connect for mentoring and Power for enhancing soft skills and client-centric practices
• Inspire action within the profession
• Discover ways to contribute to shaping a financially literate society and strengthening the future of the financial planning profession through collaboration and innovation

Speakers

Carla Brown, FPFS, PFS President, PFS