IFP Fellow and organiser of the Fellows' Day Ian O'Connor
There is one week to go until some of the UK's most respected Financial Planners meet for the Institute of Financial Planning Fellows' Day.
The Fellows' Day will take place at the Woodland Grange Hotel in Leamington Spa on Tuesday 18 June preceded by a dinner the night before.
There are over 75 IFP Fellows in the UK, making it an exclusive group of the most-qualified Financial Planners.
The group holds a meeting every year to share ideas and network with their peers.
Topics, which have been decided by Francis Klonowski FIFP CFPCM and Ian O'Connor FIFP CFPCM, include lifetime cashflow, financial independence and planners' fees.
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All speakers are Fellows themselves and include Peter Taylor from Helm Godfrey, Robert Lockie from Bloomsbury Wealth as well as Mr Klonowski and Mr O'Connor.
There will also be discussion of white papers/ briefing notes that Fellows have been working on since the last meeting. Full details of these will be revealed at the IFP Annual Conference in September.
To become an IFP Fellow, candidates must complete 12 hours of exams over two days, a personal Financial Planning paper and a business Financial Planning paper.
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