Accredited Financial Planning Firms logo
The Institute of Financial Planning is gearing up for this week's Accredited Financial Planning Firms Conference in St Albans.
For the first time the major annual event will be held at Sopwell House and takes place from 9am on Thursday, following a dinnger the night before.
Speakers include Kevin Deamer CFPCM from KMD Private Wealth Management LLP and Paul Farr from Deloitte UK, who will provide a VAT update.
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IFP chief executive Steve Gazzard CFPCM will open the day with a welcome speech.
It is an exclusive event for the IFP's Accredited Financial Planning Firms, giving an opportunity to members to meet with other businesses, network, share ideas, best practice and different approaches.
The content is tailored in accordance with the needs of the firms, which have highlighted the main areas of interest.
It will cover:
• Effective leadership
• Innovation in client reports
• Exit strategies
• Recruiting & retaining staff
• Benchmarking
• VAT update
• Brand development
