2014 has been an eventful year, busy, at times frantic, but as always there has been a lot of learning and a lot of laughter along the way.
Globetrotting IFP president meets Chinese counterparts
Written by James
Published October 2014
I'm just back from the FPSB council meeting in Shanghai. It's always useful to meet up with our counterparts from other global territories to discuss the subjects we're all so passionate about – Financial Planning and CFP certification.
IFP President: We were blown away by Keri's high quality
Written by James
What an exciting time of the year, wasn't Conference fantastic again. The buzz at the annual conference never ceases to amaze me, the speakers, the late nights and early morning.
What's the meaning of life? IFP president gets philosophical
Written by James
Today is my birthday and as I write this article maybe it's the heat in the room but I am feeling rather philosophical, thinking about clients, planning, the meaning of life and so on, writes IFP President Rebecca Taylor FIFP, CFPCM.
Make a note in your diary that the IFP's 2014 Financial Planning Week consumer awareness campaign takes place from 23-29 November.
What does the future hold for you? Branch out and decide for yourself
Written by James
What do you want to see on the programme at your IFP branch next year? 2015 might seem a long way away but now is the time to get thinking.
I attended the CFPCM professionals' conference on 12th June 2014 at Chesford Grange - a very worthwhile day: varied, challenging and fast moving, writes Jane Wheeler FIFP CFPCM.
A rebalancing act over breakfast - early risers at Surrey branch get portfolio tips
Written by James
Surrey branch members welcomed Craig Burgess of EBI Portfolios to their June breakfast meeting, reports branch chairman Keith Churchouse CFPCM.
Clients waking at 3am in a sweat? You can answer their money nightmares
Written by JamesJune's meeting for the East Midlands branch saw two excellent speakers, reports Gini Bolton CFPCM.
Cumbrian coterie converges to consider clients' care and cash-flow conundrum
Written by JamesIn October 2013 I was considering the topics for the 2014 Lancashire & Cumbria branch meetings, writes branch chairman Paul Jones CFPCM.
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Panel of Paraplanner experts can answer your questions online
Written by JamesA new 'Ask a Paraplanner' service for IFP members has been launched on the IFP website.
In June, we were very fortunate to have Gemma Siddle CFPCM, Joanna Hague CFPCM and Claire Goodwin APP as our distinguished and engaging panel of Paraplanners at our meeting, reports Leeds branch chairman Murray McEwan CFPCM.
What sessions should you attend at IFP Annual Conference?
Written by James
Delegates at this year's IFP conference at Celtic Manor from 6 to 8 October have some tricky decisions to make about which sessions to attend.
Nucleus is trying to turn financial services upside down. That's all. The platform was set up by seven founding adviser firms led by our CEO David Ferguson in 2006 in anticipation of the changes facing the retail financial services sector.