Why Attend the Worthstone Academy
Come and explore how to prepare and stay relevant for changing investment priorities.
The Worthstone Academy is where financial advisers, fund selectors and investment leaders meet once a year to explore the future of advice. It is a day to step back from the everyday, hear from global voices, and learn with peers who face the same questions.
Each year more than 200 professionals gather for a conference that blends big-picture thinking with practical tools. Attendees say the Academy feels less like a lecture and more like a working session — a chance to test ideas, share openly and leave with answers that build confidence and relevance.
What makes it different
- Big-picture insight from global speakers setting the context for markets, sustainability and advice.
- Breakout discussions where advisers share openly what works, and what doesn’t.
- Practical workshops that turn complex ideas into tools you can use in client meetings.
- Networking time that builds genuine connections with peers facing the same challenges.
Outcomes that last
- Clarity: sessions that strip away jargon and replace it with real-world answers.
- Confidence: frameworks and examples you can apply the very next day.
- Continuity: strategies to keep the next generation of clients as well as the current one.
Why people return
For twelve years, the Academy has been the place where advisers step back from the day-to-day and future proof their practice. Attendees tell us they value the honesty, the energy and the chance to test ideas with peers.
“This was an excellent and really professionally run day. It was my first year attending and I will definitely be back next year. I highly recommend the Worthstone Academy”
Barry Brosnan, MASECO Wealth Management
“The content is always well considered, informative and insightful. It’s impossible not to come away from the day feel inspired and energised to continue working towards a better future”
Farida Hassanali, Paradigm Norton
Worthstone Academy Programmes
Browse our programmes below to receive an insight into the speakers and topics we have covered at previous academies.