When Transact was launched back in 2000, members of the IFP were among its first users. The service that a wrap offered was appreciated at a much earlier stage by IFP members than most other advisers. Even before we broke into profit in July 2003 we decided to become IFP sponsors and that mutual support has continued to this day.
Following the success of the inaugural Paraplanner conference in 2011, the Paraplanner conference and dinner makes a welcome return on Thursday 24 May 2012.
The October meeting of the new Lancashire & Cumbria branch started with a lively and interactive ethics debate chaired by branch chairman Paul Jones.
During the current turbulent times, the value of high quality Financial Planning has never been more pertinent.
Ashcourt Rowan is excited to become a sponsor of the IFP. There is no doubt in our minds that the IFP, led by chief executive Nick Cann, do a tremendous job in representing the Financial Planning community and we are only too pleased to offer our support to this growing profession.
We always get great feedback from our core Financial Planning sessions at our events so here’s a day packed full of them, all different in approach but providing a powerful combination that will really add value for your business and your clients.
The second meeting this year of the Financial Planning Standards Board (FPSB) took place in Washington DC in October. The IFP was represented at the full council meeting – the biggest one of the year, by chief executive Nick Cann and President Marlene Shalton FIFP, CFPCM. There are now 25 countries affiliated to the FPSB and over 140,000 CFPCM professionals worldwide.
The Surrey branch finished 2011 with a bang...two fantastic speakers and a champagne giveaway courtesy of Charles Stanley.
In November, the IFP Scottish Conference saw a change and moved to Glasgow from its usual Edinburgh venue. Around 70 of the leading Financial Planners in Scotland plus a couple from elsewhere in the UK contributed to make it an excellent event which generated very positive feedback from delegates.
The October branch meeting for the Northern Ireland branch saw a great turn out, welcoming David Jones of Dimensional Fund Advisors on the subject of “making complex simple.”