The Institute of Financial Planning is offering two-day fast-track gap-fill events for Financial Planners for activities not covered by CFPCM and Fellowship certification. This means Financial Planners can cover all gaps not covered by CFPCM certification in just two days, meaning minimal disruption to business. The courses, in association with DSW Financial Services Academy, cover Financial Services Regulation & Ethics, Investment Principles & Risk, Personal Taxation and specialist pensions and retirement planning. They are also eligible for seven hours of structured CPD.
Delegates will receive a workbook to provide evidence and demonstration of knowledge of the subject which will include handouts on each gap-fill point, training notes, results of test questions and certificate of competition. An electronic version is also supplied to Financial Planners to send to their accredited body. Courses will be held on 29-30 September in Celtic Manor Resort, South Wales, 9-10 October in London and 6-7 November in Doncaster. Total costs £144 per day for IFP members including the event, materials, refreshments and lunch and £258 per day for non-members. There is an additional discount for the 29-30 September course if delegates are also attending the IFP Annual Conference.
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