Retirement and estate planning workshops coming up
- Tuesday, 06 January 2015
- IFP Member News
Below is a summary of some key dates for your diary in 2015, including a retirement planning workshop.
Read more...
Key IFP dates coming soon
- Saturday, 08 March 2014
- IFP Member News
Financial Planning day
The Financial Planning day on Wednesday 30 April in the Midlands will focus purely on key elements of the Financial Planning process including cashflow planning, the Financial Planning proposition, assumptions, the Financial Planner and Paraplanner relationship and more. Financial Planners and other experts will share what works for them and their businesses, giving practical insight and ideas that will help to boost your business success too. It'll be a day packed full of useful tips and actionable ideas about Financial Planning, designed to make your business even better.
Exclusive Paraplanner conference
The IFP Paraplanner conference makes a welcome return on 22 May. It's now a fixture in many Paraplanners' calendars and provides an opportunity for them to focus on the topics and issues most relevant to them. And it's the perfect forum for Paraplanners to network with others in similar roles. Sessions will be a mix of keynote, optional and interactive sessions. They'll be a dinner the night prior so delegates can relax ahead of the busy day ahead and they'll be an interactive exhibition. Early booking is recommended as this one is always popular.
CFPCM professionals' conference
The format of last year's CFPCM professionals' conference was extremely well received and it's therefore set to be repeated this year. The conference is taking place at Chesford Grange in Warwick on Thursday 12 June following a dinner the night before. The day will be split into sections covering communication, practice management and technical topics. Experts will lead high level, interactive sessions and at the end of the day there will round table information sessions where the delegates have the opportunity to discuss key issues with the experts from the day and each other. You can be sure of content appropriate and relevant to CFP professionals. It's a must for all CFP professionals. Read more...
The Financial Planning day on Wednesday 30 April in the Midlands will focus purely on key elements of the Financial Planning process including cashflow planning, the Financial Planning proposition, assumptions, the Financial Planner and Paraplanner relationship and more. Financial Planners and other experts will share what works for them and their businesses, giving practical insight and ideas that will help to boost your business success too. It'll be a day packed full of useful tips and actionable ideas about Financial Planning, designed to make your business even better.
Exclusive Paraplanner conference
The IFP Paraplanner conference makes a welcome return on 22 May. It's now a fixture in many Paraplanners' calendars and provides an opportunity for them to focus on the topics and issues most relevant to them. And it's the perfect forum for Paraplanners to network with others in similar roles. Sessions will be a mix of keynote, optional and interactive sessions. They'll be a dinner the night prior so delegates can relax ahead of the busy day ahead and they'll be an interactive exhibition. Early booking is recommended as this one is always popular.
CFPCM professionals' conference
The format of last year's CFPCM professionals' conference was extremely well received and it's therefore set to be repeated this year. The conference is taking place at Chesford Grange in Warwick on Thursday 12 June following a dinner the night before. The day will be split into sections covering communication, practice management and technical topics. Experts will lead high level, interactive sessions and at the end of the day there will round table information sessions where the delegates have the opportunity to discuss key issues with the experts from the day and each other. You can be sure of content appropriate and relevant to CFP professionals. It's a must for all CFP professionals. Read more...