In a change to previous years, this year’s two-day Scottish conference and dinner will take place at the Marriott Glasgow.
The annual meeting of IFP Branch Chairmen took place on 14 September at the delightful Hogarth’s hotel in Solihull. There was an excellent turn out, with much to celebrate as well as planning for growth over the next few years.
Branch meetings are a great way to keep up to date and network with other professionals in your area. Following recent nominations there are a number of changes to branch chairmen within of the IFP’s branch structure.
After a summer break, the Cotswold branch met in Cheltenham in September to hear from Neil Bailey FIFP, CFPCM of Fortitude Financial Planning.
Enterprise Investment Schemes were the focus for London’s September meeting. Susan Phillips, director general of the EIS Association, opened with an overview of Enterprise Investment Schemes and their place in the world of ‘angel’ investing.
Keen athlete Tina Weeks believes in being both fit for life and for business. She recalls a busy week helping run her business, running her family and being run off her feet training for the Great North Run.
Vanguard has a long association with the USA’s Financial Planning association (FPA).
At Blackrock, your clients’ needs are the cornerstone of our business, informing every investment decision we make.
The July meeting of the Essex IFP Branch was well attended with 23 members attending to welcome two top speakers.
The July meeting of the NHC Branch of the IFP welcomed David Ferguson from wrap provider Nucleus in Edinburgh. The meeting happened in the week that Nucleus’ business continuity planning for fire was put to the test!
From 21-27 November, the IFP will co-ordinate its fourth Financial Planning week campaign.
The launch of IFP TV has been greeted with a very positive welcome by the Financial Planning community and IFP members in particular.
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Each year, the IFP conducts an online survey to gauge members’ views and opinions. Rachel Weihs, membership co-ordinator at the IFP, said: “This feedback is so useful to us. We use it when reviewing all our activities and also when planning future strategies. The membership committee use it as a base for their activities too. In total this year, 285 members took time to respond and our thanks go to them.”
IFP conference tickets sold out for second consecutive year
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The Institute of Financial Planning conference is a sell-out event for the second year running.
IFP offers half-price new membership to Twitter followers
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To celebrate reaching 1000 Twitter followers, the Institute of Financial Planning is offering half-price new membership to all its followers.
Deadline nears for businesses to become the first IFP Accredited Financial Planning firms
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Firms have until 19 September to submit their applications to become one of the first Accredited Financial Planning firms under the IFP’s new initiative.