The IFP will hold its next Financial Planning day later this month taking planners through the six steps of the process and giving them lots of useful tips.
The discover the difference event, with a back to basics approach, takes place in the Midlands on Wednesday 30 April.
All programme sessions will be led by CFPCM professionals, with each focussing on one of the six steps and sharing their own approach and practice tips when working with clients.
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The IFP said on its website: "It's a rare opportunity to pick up practical tips and ideas directly from leading practitioners.
"It aims both to inspire and inform by shining a light on key aspects of the Financial Planning process which add such value for clients.
"It will take you through the six steps of the Financial Planning process and it'll be packed full of useful tips and actionable ideas.
"The steps involve gathering relevant financial information, setting life goals, examining a client's current financial status, coming up with a strategy or plan for how clients can meet their goals given their current situation and future plans and ending with the review process."
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Sessions at the event will include:
• Establish and define the client-planner relationship - Andy Jervis CFPCM, Chesterton House Financial Planning Ltd
• Gather client data, including goals - Steve Martin CFPCM, Smart Financial
• Analyse and evaluate your financial status - Joanna Hague CFPCM, Investment for Life
• Develop and present Financial Planning recommendations and/or alternatives - Julie Lord FIFP, CFPCM, Bluefin/Towry
• Implement the Financial Planning recommendations - Chris Bowmer CFPCM, Fortitude Financial Planning
• Monitor the Financial Planning recommendations - Gini Bolton CFPCM, Fiscal Engineers
