In July, London branch welcomed Nick Blake of Vanguard , discussing the topic of Behavioural Investing. His presentation touched on the actual science of behavioural investing but mainly focused on the Financial Planner’s role as a behavioural coach and how to use this skill to grow a profitable business.
Kent and Sussex branch met on 7 July with David Lane, senior technical sales manager with AXA Wealth, giving his second presentation to the branch in a detailed update on IHT and Trust planning.
Surrey Branch members were pleased to welcome IFP chief executive Nick Cann, for their fourth branch meeting of 2011.
The Institute of Financial Planning has launched its own online video and film channel called IFP TV.
The Institute of Financial Planning launched its Accredited Financial Planning firms register on Wednesday.
Guides by financial research company Defaqto are now recognised by the Institute of Financial Planning as contributing to the continuing professional development of Financial Planners and Paraplanners.
This year’s exclusive conference and dinner for CFPCM professionals was held in June at the Oxford Belfry.
Celebrating 25 years of the IFP, this year’s conference looks set to be a sell out. As you would expect there is something for everyone.
The IFP held its inaugural ethics conference last Thursday, looking at the topic of Managing Conflicts of Interest.
I thought I’d take the opportunity in this month’s column to highlight some of the changes that the IFP will be making to its qualifications over the next year.