Wednesday, 05 March 2014 14:44
Ship shape and Bristol fashion - IFP Headquarters plays host to Bristol branch meetings in 2014
Written by James
As well as having a new branch chairman in Ed Green CFPCM of Close Brothers Asset Management, Bristol branch also has a new venue for its meetings this year - the IFP offices in Redcliff Street, Central Bristol.
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January was a great month for attendance at Branch Meetings across the UK, with more and more IFP members realising the value of attending sessions.
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Wednesday, 05 March 2014 14:37
Hostage crisis negotiator captures IFP members' attention
Written by James
The London branch meeting took on a rather different tone as 65 or so members spent an hour with an hostage negotiator – well, except that no one was taken hostage and we were all there of our own free will, reports co-chairman Abraham Okusanya CFPCM.
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Wednesday, 05 March 2014 14:34
'Getting onto journalists' radar can only be a good thing'
Written by James
At the January Chester and North Wales Branch Meeting, all thoughts were on the year ahead.
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Wednesday, 05 March 2014 14:28
Make 2014 the year you bring your professional qualifications up to the mark
Written by James
January's announcement that Joanna Hague CFPCM of Investment for Life had become the 1000th practicing CFP Professional in the UK was a significant milestone for both the IFP and the Financial Planning profession.
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Wednesday, 05 March 2014 14:24
IFP team welcomes Emily Martin as events and training co-ordinator
Written by James
IFP has extended its team handling events and training to cope with increasing demand for services.
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A Happy New Year to you all. I know it's very late to say this but I haven't written it in my column yet, and there is still plenty of the year left yet, writes IFP President Rebecca Taylor.
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A Happy New Year to you all. I know it's very late to say this but I haven't written it in my column yet, and there is still plenty of the year left yet, writes IFP President Rebecca Taylor.
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13/14 May sees the Morningstar Investment Conference return to the Park Plaza Riverbank Hotel in London.
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The IFP board has appointed Ian Leech as its second 'independent' director with effect from December 2013.
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Financial Planning day
The Financial Planning day on Wednesday 30 April in the Midlands will focus purely on key elements of the Financial Planning process including cashflow planning, the Financial Planning proposition, assumptions, the Financial Planner and Paraplanner relationship and more. Financial Planners and other experts will share what works for them and their businesses, giving practical insight and ideas that will help to boost your business success too. It'll be a day packed full of useful tips and actionable ideas about Financial Planning, designed to make your business even better.
Exclusive Paraplanner conference
The IFP Paraplanner conference makes a welcome return on 22 May. It's now a fixture in many Paraplanners' calendars and provides an opportunity for them to focus on the topics and issues most relevant to them. And it's the perfect forum for Paraplanners to network with others in similar roles. Sessions will be a mix of keynote, optional and interactive sessions. They'll be a dinner the night prior so delegates can relax ahead of the busy day ahead and they'll be an interactive exhibition. Early booking is recommended as this one is always popular.
CFPCM professionals' conference
The format of last year's CFPCM professionals' conference was extremely well received and it's therefore set to be repeated this year. The conference is taking place at Chesford Grange in Warwick on Thursday 12 June following a dinner the night before. The day will be split into sections covering communication, practice management and technical topics. Experts will lead high level, interactive sessions and at the end of the day there will round table information sessions where the delegates have the opportunity to discuss key issues with the experts from the day and each other. You can be sure of content appropriate and relevant to CFP professionals. It's a must for all CFP professionals.
The Financial Planning day on Wednesday 30 April in the Midlands will focus purely on key elements of the Financial Planning process including cashflow planning, the Financial Planning proposition, assumptions, the Financial Planner and Paraplanner relationship and more. Financial Planners and other experts will share what works for them and their businesses, giving practical insight and ideas that will help to boost your business success too. It'll be a day packed full of useful tips and actionable ideas about Financial Planning, designed to make your business even better.
Exclusive Paraplanner conference
The IFP Paraplanner conference makes a welcome return on 22 May. It's now a fixture in many Paraplanners' calendars and provides an opportunity for them to focus on the topics and issues most relevant to them. And it's the perfect forum for Paraplanners to network with others in similar roles. Sessions will be a mix of keynote, optional and interactive sessions. They'll be a dinner the night prior so delegates can relax ahead of the busy day ahead and they'll be an interactive exhibition. Early booking is recommended as this one is always popular.
CFPCM professionals' conference
The format of last year's CFPCM professionals' conference was extremely well received and it's therefore set to be repeated this year. The conference is taking place at Chesford Grange in Warwick on Thursday 12 June following a dinner the night before. The day will be split into sections covering communication, practice management and technical topics. Experts will lead high level, interactive sessions and at the end of the day there will round table information sessions where the delegates have the opportunity to discuss key issues with the experts from the day and each other. You can be sure of content appropriate and relevant to CFP professionals. It's a must for all CFP professionals.
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The FCA's PS 13/1 included the recognition that platforms are not "ancillary to the activity of managing investments for the retail client".
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More...
The early adopters of platforms quickly learnt almost 10 years ago that "you get what you pay for."
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A Financial Planning Day has been added to the programme of 2014 events.
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The IFP's second estate planning CPD workshop takes place in Bristol on Tuesday 21 January.
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The exclusive Accredited Financial Planning FirmsTM conference takes place on Thursday 6 March 2014 following a dinner on Wednesday 5 March.
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