The IFP CPD workshop programme has been designed to offer a flexible option for Financial Planners and Paraplanners who need an effective way to balance their CPD requirements with their work commitments.

Everyone deserves a Just Retirement and we want to help you achieve it.

As well as being an award winning wrap platform, Nucleus also operates as a hub for best practice and information sharing.

If you've not taken full advantage of IFP branch meetings to date, now is the ideal time to check out what's going on at your local branch.

East Midlands IFP members met on 11 September and were very fortunate in having two excellent speakers – both very different, but each very interesting around their particular subject, writes Gini Bolton CFPCM.

At the annual conference recently Twitter was a very popular way for many delegates to keep up to date with conference timings and sessions as well as to network with each other. Almost 300 people tweeted from the event, with over 1600 tweets posted in total using the conference hashtag #IFPconf. If you'd like to join the Twitterati and discover the benefits of online networking with your peers, start by following @Twitter and @FPM_online on Twitter.

Attempting CFP^CM qualification is hugely valuable as it teaches a process which allows planners to consistently deliver life-changing financial advice, reports Murray McEwan CFP^CM.
Like anything valuable it comes at a cost, in terms of time, commitment and money. In September, the IFP's Leeds branch invited CFP^CM certification trainer Neil Price CFP^CM to help us understand more about it and give us his top tips for approaching the exam.
Neil began with the encouragement that he does not consider himself to be academic yet he passed the qualification. He suggested that if he can do it anyone can with the right preparation and approach. This was good to hear since for some the thought of an exam with the same degree of difficulty as an honours degree can be somewhat daunting.
Neil explained that from this year, to bring the qualification
Neil Price : CFP certification trainer
into line with the international standards, it now has two components: a new 2-hour Principles of Financial Planning exam, plus the case study itself.
Neil underlined that exam technique plays a big part in the new exam. In particular, time management and learning to set out your answers in the prescribed format are essential. 
These were key points:

• Plan your time carefully – Plan to do little and often and approach things in a systematic order;
• Read the case study itself 3 times to pick out all the salient points;
• Back up your assumptions with research (ONS for inflation etc);
• Set out recommendations logically: define the client's objective, work out their existing benefits, analyse gaps and propose a solution;
• Write the plan as if writing to a client not the examiner and get someone outside of the profession to read it.

The session promoted some good discussion and underlined for us that while CFPCM certification continues to be the gold standard qualification for financial planners, it is potentially within most Financial Planners' grasp (it just takes a bit of planning!).

Being innovative and creative to help distinguish yourself (and your business) from the crowd is a challenge facing many Financial Planners. Bringing the Financial Planning process to life from a client's perspective is a key component in demonstrating added value and in increasing planner profitability.

In September IFP's Scotland branch welcomed IFP Ethics Committee chairman Andrew Brook Dobson CFP^CM and Justin Urquhart Stewart of 7IM as their speakers.

In September IFP's Scotland branch welcomed IFP Ethics Committee chairman Andrew Brook Dobson CFP^CM and Justin Urquhart Stewart of 7IM as their speakers.