The IFP’s first ever CFP professional of 2014 Keri Carter CFP^CM and ex-president Julie Lord CFP^CM FIFP will share their insights and experience with delegates at the IFP Financial Planning Day on 18 June in Coventry.

The aim is to get to the “heart of what a great Financial Planning service is all about”.

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Speakers include Nicola Watts CFP^CM, director of Jane Smith Financial Planning and Ian Painter CFP^CM, managing director of Affinity Integrated Wealth Management.

They will share practical tips, insight and best practice, revealing what they do and how they do it within their businesses.The aim is to help other Financial Planners run even better firms and provide better services to clients.

Iain Dalling, from True Potential Wealth Management, told Financial Planner magazine that attending a Financial Planning day had inspired him.

He said: “For the last couple of years I have felt that there is something missing with regard to client proposition and servicing. I recently attended, for the first time, an IFP Financial Planning workshop in Edinburgh and I felt it was the lightbulb moment that the IFP talks about.

“I have attended numerous industry meetings in the past where you get beaten up with regulation, technical client scenarios, asset allocation / correlation and so on but this meeting was totally different. It was refreshing, upbeat and really positive. I left feeling inspired and proud of what we do for clients.”

Katherine Morgans, IFP membership & events director, said: “Our Financial Planning days are designed to provide delegates with a sound understanding of the six steps of Financial Planning. We invite experienced Financial Planning professionals, all of whom are CFP^CM professionals, to talk about what they do, how and why at each step, so it’s a really great opportunity to see how Financial Planning is put into practice.”

Supported by Aegon, the IFP is offering this event at £50 for IFP members and £70 for non-members.