Thursday, 25 July 2013 09:47
IFP members invited to attend ICAEW wealth management event
Institute of Financial Planning members are invited to this year's Institute of Chartered Accountants in England and Wales conference.
The annual wealth management conference is run by ICAEW's financial services faculty and will take place on 13 September from 9.20am - 5.00pm.
IFP members are able to attend the event, held at Chartered Accountants' Hall in Moorgate, for a discounted rate. This will also include complimentary membership of ICAEW's financial services faculty.
The conference is aimed at Financial Planners, wealth managers, stockbrokers, tax and estate planners, compliance officers and regulatory consultants.
The session will be chaired by Justin Urquhart Stewart from Seven Investment Management, a corporate member of the IFP.
{desktop}{/desktop}{mobile}{/mobile}
Sessions are a range of keynote speakers, CPD workshops and plenary sessions followed by networking drinks.
Topics include foreign exchange, FCA thematic review, suitability, independence post-RDR, Legal Services Act, pensions and non-domiciled clients.
Speakers include Sarah Allat, executive director of wealth planning at UBS, David Morrey, partner at BDO, Gill Cardy from IFA Centre and John Gaskell from the Financial Planning and Advice department of ICAEW.
To obtain a discounted price, IFP members should quote TFSFCNF130913 when booking via phone or email. To book online visit www.icaew.com/fsfconference2013. Registration of the ICAEW website is first required before being able to book to attend an event.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
The annual wealth management conference is run by ICAEW's financial services faculty and will take place on 13 September from 9.20am - 5.00pm.
IFP members are able to attend the event, held at Chartered Accountants' Hall in Moorgate, for a discounted rate. This will also include complimentary membership of ICAEW's financial services faculty.
The conference is aimed at Financial Planners, wealth managers, stockbrokers, tax and estate planners, compliance officers and regulatory consultants.
The session will be chaired by Justin Urquhart Stewart from Seven Investment Management, a corporate member of the IFP.
{desktop}{/desktop}{mobile}{/mobile}
Sessions are a range of keynote speakers, CPD workshops and plenary sessions followed by networking drinks.
Topics include foreign exchange, FCA thematic review, suitability, independence post-RDR, Legal Services Act, pensions and non-domiciled clients.
Speakers include Sarah Allat, executive director of wealth planning at UBS, David Morrey, partner at BDO, Gill Cardy from IFA Centre and John Gaskell from the Financial Planning and Advice department of ICAEW.
To obtain a discounted price, IFP members should quote TFSFCNF130913 when booking via phone or email. To book online visit www.icaew.com/fsfconference2013. Registration of the ICAEW website is first required before being able to book to attend an event.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
This page is available to subscribers. Click here to sign in or get access.