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Don't deleteHave you checked out IFPTV yet? Whether or not you were at the Scottish Conference, one new IFPTV professional development programme to check out is from conference speaker Daniel Priestley on becoming a key person of influence.
Paraplanner Claire White of Kings Court Financial Planning recalls a hectic week of client planning, meetings, exams, and even caring for friends’ nails.
As the IFP has now been confirmed as an Accredited Body by the FSA, it has confirmed its process and terms for issuing Statements of Professional Standing (SPSs) to members in 2012.
The IFP has reviewed its membership categories and designations together with its CPD scheme requirements for members in light of the Retail Distribution Review. It is introducing some changes with effect from 1 January which members should note and act on where appropriate.
The focus of this year’s Bristol conference on 1 December is on ‘Maximising Your Assets for Business Success’, including how to get the best results from your investment strategy, staff, business processes and more.
Bath Branch examine their moral compass with Ethics workshop
Don't deleteOne of the more challenging areas of CPD for IFP members is the subject of ethics.
The IFP is pleased to welcome a new member of staff to the team at Whitefriars.
A working group has been formed to undertake a project to look into the future of the IFP Fellowship.
The South West branch covers a huge geographical area. Chairman Pete Matthew drives over two hours from his home near Land’s End to Exeter for each branch meeting. Why has he regularly done so for the last five years?
Robert Cain from threesixty finds out what makes the IFP different at the IFP conference.
In the midst of economic turmoil, uncertainty and nervousness, never has there been such a need and demand for professional Financial Planners, writes Justin Urquhart Stewart, marketing director of Seven IM.
Mike Stafford CFPCM of Stafford and Co in Hertford- one of the first firms to become an IFP Accredited Financial Planning Firm- recalls a week to remember.
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Sean Gray and Jim Thomson, founding directors of Thomson Gray Wealth Management, explain how, with a little help from Russell Investments, they are tweaking their processes and management to enable profitable growth in their business while adhering to an RDR- compliant fee structure.
Pershing, a BNY Mellon company, has entered the independent financial advice market with the launch of a custodial platform in October.
As announced during the Annual General Meeting of the IFP held on 3 October at Celtic Manor resort, the IFP has welcomed two new CFPCM professionals to its board of directors.
This August, while not seeing very much in the way of sunshine, Scotland did see the first meeting of its IFP Scottish Branch with Nicola Jackson CFPCM as the new branch chair.