Monday, 11 November 2013 15:42
Chester & North Wales members discuss importance of client review process
Written by James
Financial Planners spend a lot of time looking after existing clients, ensuring that their situation is regularly reviewed.
Published in
IFP Member News
Tagged under
Monday, 11 November 2013 15:40
Value of Paraplanning under spotlight for Lancashire & Cumbria members
Written by James
As chair of the Lancashire & Cumbria Branch I feel that it is important that we are inclusive to all those involved in the Financial Planning process, especially Paraplanners, writes branch chairman Paul Jones CFPCM.
Published in
IFP Member News
Tagged under
Monday, 11 November 2013 15:37
Financial Planning Week 2013: Calling all CFPCM Professionals
Written by James
CFP professionals and those working for Accredited Financial Planning Firms can make a real difference by getting involved with the IFP's Financial Planning Week campaign which is launched on 24 November.
Published in
IFP Member News
Tagged under
Monday, 11 November 2013 15:36
Using social media to reach out to thousands of consumers
Written by James
Since launching Wayfinder in July, the IFP has extended the reach of its consumer brand into Facebook and Twitter.
Published in
IFP Member News
Monday, 11 November 2013 15:33
IFP represents UK at Global Financial Planning conference
Written by James
IFP chief executive Steve Gazzard CFPCM, IFP President Rebecca Taylor FIFP, CFPCM and Past President Barry Horner CFPCM attended the Financial Planning Standards Board (FPSB) international council meeting and the FPA Professionals' conference in Sydney, Australia, last month.
Published in
IFP Member News
Friday, 11 January 2013 15:29
Now is the time to join in and spread the message about Financial Planning's benefits
Written by James
Published in
IFP Member News
We want to know what you want from IFP events so please let us know what you would like to see us covering in 2014.
Published in
IFP Member News
Tagged under
The exclusive Accredited Financial Planning FirmsTM conference returns on Thursday 6 March 2014 with a dinner the night before.
Published in
IFP Member News
Tagged under
Wednesday, 16 October 2013 16:36
CPD workshops travel throughout UK to provide flexible training for members
Written by James
The IFP CPD workshop programme has been designed to offer a flexible option for Financial Planners and Paraplanners who need an effective way to balance their CPD requirements with their work commitments.
Published in
IFP Member News
Tagged under
Everyone deserves a Just Retirement and we want to help you achieve it.
Published in
IFP Member News
Tagged under
As well as being an award winning wrap platform, Nucleus also operates as a hub for best practice and information sharing.
Published in
IFP Member News
Tagged under
If you've not taken full advantage of IFP branch meetings to date, now is the ideal time to check out what's going on at your local branch.
Published in
IFP Member News
Tagged under
More...
Wednesday, 16 October 2013 16:18
East Midlands members learn more about the secrets of investor behaviour
Written by James
East Midlands IFP members met on 11 September and were very fortunate in having two excellent speakers – both very different, but each very interesting around their particular subject, writes Gini Bolton CFPCM.
Published in
IFP Member News
Tagged under
Thursday, 02 January 2014 16:16
Keep up to date with Financial Planning news on Twitter
Written by James
At the annual conference recently Twitter was a very popular way for many delegates to keep up to date with conference timings and sessions as well as to network with each other. Almost 300 people tweeted from the event, with over 1600 tweets posted in total using the conference hashtag #IFPconf. If you'd like to join the Twitterati and discover the benefits of online networking with your peers, start by following @Twitter and @FPM_online on Twitter.
Published in
IFP Member News
Tagged under
Wednesday, 16 October 2013 16:10
The journey to Financial Planning certification requires a good plan
Written by James
Attempting CFPCM qualification is hugely valuable as it teaches a process which allows planners to consistently deliver life-changing financial advice, reports Murray McEwan CFPCM.
Like anything valuable it comes at a cost, in terms of time, commitment and money. In September, the IFP's Leeds branch invited CFPCM certification trainer Neil Price CFPCM to help us understand more about it and give us his top tips for approaching the exam.
Neil began with the encouragement that he does not consider himself to be academic yet he passed the qualification. He suggested that if he can do it anyone can with the right preparation and approach. This was good to hear since for some the thought of an exam with the same degree of difficulty as an honours degree can be somewhat daunting.
Neil explained that from this year, to bring the qualification
Neil Price : CFP certification trainer
into line with the international standards, it now has two components: a new 2-hour Principles of Financial Planning exam, plus the case study itself.
Neil underlined that exam technique plays a big part in the new exam. In particular, time management and learning to set out your answers in the prescribed format are essential.
These were key points:
Like anything valuable it comes at a cost, in terms of time, commitment and money. In September, the IFP's Leeds branch invited CFPCM certification trainer Neil Price CFPCM to help us understand more about it and give us his top tips for approaching the exam.
Neil began with the encouragement that he does not consider himself to be academic yet he passed the qualification. He suggested that if he can do it anyone can with the right preparation and approach. This was good to hear since for some the thought of an exam with the same degree of difficulty as an honours degree can be somewhat daunting.
Neil explained that from this year, to bring the qualification
Neil Price : CFP certification trainer
into line with the international standards, it now has two components: a new 2-hour Principles of Financial Planning exam, plus the case study itself.
Neil underlined that exam technique plays a big part in the new exam. In particular, time management and learning to set out your answers in the prescribed format are essential.
These were key points:
- Plan your time carefully – Plan to do little and often and approach things in a systematic order;
- Read the case study itself 3 times to pick out all the salient points;
- Back up your assumptions with research (ONS for inflation etc);
- Set out recommendations logically: define the client's objective, work out their existing benefits, analyse gaps and propose a solution;
- Write the plan as if writing to a client not the examiner and get someone outside of the profession to read it.
Published in
IFP Member News
Tagged under
Wednesday, 16 October 2013 16:10
Creating Better Client Connections – the next step in skills development
Written by James
Being innovative and creative to help distinguish yourself (and your business) from the crowd is a challenge facing many Financial Planners. Bringing the Financial Planning process to life from a client's perspective is a key component in demonstrating added value and in increasing planner profitability.
Published in
IFP Member News
Tagged under