Thursday, 16 August 2012 10:35
Options available to help IFP members with final gap-filling
The Institute of Financial Planning has reminded Financial Planners of their gap-fill requirements and suggested various options to help them complete it.
Prudential, an IFP sponsor, has launched its Professional Development Centre to help Financial Planners with their gap-filling.
The modules all have been accredited by the IFP for both gap-fill and CPD purposes and have been added to the IFP's CPD online system.
Learning outcomes covered are investment principles and risk, personal taxation and pensions and retirement planning. Modules on taxation and trusts, indirect investments and regulation will be added in due course.
Another IFP sponsor Zurich has a similar gap-filling programme in association with Technical Connection as does ThreeSixty services.
The IFP also runs its own two-day fast-track courses to help members with gap-filling.
The courses, run in association with DSW Financial Services Academy, are designed for CFPCM professionals and Fellows who are advising on packaged products and friendly society tax-exempt policies.
Day one covers the relevant gaps not covered by CFP certification in financial services, regulation and ethics and personal taxation. Day two covers investment principles and risk and pensions and retirement planning.
Sessions are held on 9-10 October in London and 6-7 November in Doncaster.
The IFP has reminded members that the deadline to submit gap-filling for verification, unless attending an IFP gap-filling event, is 30 September. The deadline for submitting an application for a Statement of Professional Standing is 30 November or 21 December if members have a membership year starting on 1 January 2013.
Prudential, an IFP sponsor, has launched its Professional Development Centre to help Financial Planners with their gap-filling.
The modules all have been accredited by the IFP for both gap-fill and CPD purposes and have been added to the IFP's CPD online system.
Learning outcomes covered are investment principles and risk, personal taxation and pensions and retirement planning. Modules on taxation and trusts, indirect investments and regulation will be added in due course.
Another IFP sponsor Zurich has a similar gap-filling programme in association with Technical Connection as does ThreeSixty services.
The IFP also runs its own two-day fast-track courses to help members with gap-filling.
The courses, run in association with DSW Financial Services Academy, are designed for CFPCM professionals and Fellows who are advising on packaged products and friendly society tax-exempt policies.
Day one covers the relevant gaps not covered by CFP certification in financial services, regulation and ethics and personal taxation. Day two covers investment principles and risk and pensions and retirement planning.
Sessions are held on 9-10 October in London and 6-7 November in Doncaster.
The IFP has reminded members that the deadline to submit gap-filling for verification, unless attending an IFP gap-filling event, is 30 September. The deadline for submitting an application for a Statement of Professional Standing is 30 November or 21 December if members have a membership year starting on 1 January 2013.
• 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.