Manchester branch investigates plans for giving to charity in life and in death
Don't deleteIFP Annual Conference provides a huge variety of 'mix and match' options
Don't deleteGreat minds think alike- raising Financial Planning awareness
Don't deleteStrong ethics, strong business is theme for IFP Ethics conference
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This month sees the launch of the prestigious Financial Planner of the Year Awards 2012.
Generation Y and investment trusts on the agenda for Cotswold members
Don't deleteThe March meeting of Cotswold branch was hosted by Zurich in their splendid offices in Bishop’s Cleeve, near Cheltenham.
IFP Scotland branch finds twin-centre meeting format is a success
Don't deleteThe IFP Scotland branch has operated a new format this year running a meeting in Glasgow over lunch and then another in Edinburgh early evening. So far this has proven to be a success.
IFP launches consumer campaign to highlight value of Financial Planning
Don't deleteIn April, the IFP began its national PR campaign aimed at highlighting the benefits of Financial Planning and, in particular, the services of CFPCM professionals and Accredited Financial Planning FirmsTM, to consumers.
Annette opens East Anglia's eyes to value of relationships with other professionals
Don't deleteAnnette Kinsman from Succession Advisory Services gave East Anglia branch an “absolutely outstanding” presentation on building relationships with solicitors and accountants. Her detailed knowledge was second to none, writes branch chairman Chris Adams CFPCM.
IFP President Marlene Shalton FIFP, CFPCM was warmly welcomed to speak at the Bristol branch March meeting.
As an IFP member you’ll appreciate the value of attending meetings at any of the IFP’s 22 regional branches. Local branches enable members in each region to share ideas and network, as well as to benefit from formal presentations and seminars on key Financial Planning topics.
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Cazenove Capital is pleased to sponsor the IFP, supporting its efforts to help members deliver a service which puts your clients’ interests first.
Independent Health Care Solutions Limited is delighted to become a new IFP sponsor.
David Norton Building Excellence Award 2012- Open to applications
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Becoming a successful Financial Planning firm is a challenging journey. If your firm is making progress towards this goal, yet has identified particular development needs to help you succeed, then you should be considering entering an application for this year’s David Norton Building Excellence Award.
With more and more IFP members accessing information while on the move through smart phones and other mobile devices, the IFP has been working on changes to its website to improve the access for such users.