Events calendar
Search through our events to find out about upcoming national and regional conferences as well as local branch meetings.
Scroll through the listings below, or search by day/month to the righthand side.
February 2012
Branch meeting
,
Scotland
Thu, 02/02/2012 - 12:00pm - 2:00pm
Brian is considered to be one of the UK's leading experts in the field of life and Financial Planning education. At the beginning of 2010 Brian developed A Master's Degree in Financial Planning in conjunction with Manchester Metropolitan...
Branch meeting
,
Scotland
Thu, 02/02/2012 - 4:00pm - 6:00pm
Brian is considered to be one of the UK's leading experts in the field of life and Financial Planning education. At the beginning of 2010 Brian developed A Master's Degree in Financial Planning in conjunction with Manchester Metropolitan...
Branch meeting
,
London
Tue, 07/02/2012 - 6:00pm
Are you wasting time and money working with non-ideal clients who don’t value your services and question your fees? This session will provide you with a methodology for defining your ‘ideal client avatar’ and customising your...
Branch meeting
,
Thames Valley
Wed, 08/02/2012 - 6:00pm
Branch meeting
,
Chester and North Wales
Thu, 09/02/2012 - 2:00pm
Branch meeting
,
Leeds
Wed, 15/02/2012 - 5:00pm
Matt Anderson, CEO of The Referral Authority, has grown his business almost exclusively through referrals and now speaks and coaches globally. He has spoken at the Million Dollar Round Table and at several IFP events including the 2010 annual...
Branch meeting
,
Lancashire and Cumbria
Thu, 16/02/2012 - 2:00pm - 4:30pm
By request of previous meetings’ attendees, our February meeting will open with a round table discussion regarding defining a robust due diligence process for investments, hosted by Duncan Carter of Kirkham based Clearwater Financial Planning...
Branch meeting
,
Manchester
Thu, 16/02/2012 - 2:00pm - 4:30pm
Matt Anderson, CEO of The Referral Authority, has grown his business almost exclusively through referrals and now speaks and coaches globally. He has spoken at the Million Dollar Round Table and at several IFP events including the 2010 annual...
Branch meeting
,
Bath
Thu, 16/02/2012 - 5:00pm
David will discuss the question whether one should be Active or Passive. He will explore the possibility that the answer may not be one or the other, but in fact how the two approaches can be combined within an investment process to achieve the best...
Regional event
Tue, 21/02/2012 - 9:00am - Wed, 29/02/2012 - 9:00am
Professional Adviser is proud to announce the return of the ever-popular and highly informative investment roadshow fund5live; Researched and developed exclusively for UK investment advisers.
Eminent fund managers will provide delegates with vital...
Branch meeting
,
Cotswolds
Tue, 21/02/2012 - 6:00pm
Mary Stewart is Marketing Director at Hornbuckle Mitchell. She joined the firm in 2006 and has overseen significant growth in the last six years. Mary is a strong advocate of Financial Planning and launched the Hornbuckle and Mitchell...
Branch meeting
,
Bristol
Wed, 22/02/2012 - 4:00pm
Regional event
Thu, 23/02/2012 - 9:15am
Reasons you should attend
Attendance is free of charge and includes refreshments
Collect 3.5 CPD points
Learn how to better manage client portfolios
Learn how new Morningstar Analyst Ratings can support you
Learn how to have an independent AND...
Regional event
Thu, 23/02/2012 - 9:25am - 4:30pm
Financial Planning - the only way of doing business
Date: Thursday 23 February 2012
Venue: The Brewery, London
This one day conference will focus on the principles of ‘real’ Financial Planning and is ideally suited to...
Branch meeting
,
Birmingham
Tue, 28/02/2012 - 12:30pm - 4:30pm
Marlene Shalton
Marlene is a CERTIFIED FINANCIAL PLANNERrCM Professional &, Fellow of the Institute of Financial Planning (fIFP) and Chartered Financial Planner. She established her Financial Planning practice in 1991, aiming...
Branch meeting
,
Surrey
Tue, 28/02/2012 - 4:00pm
The speakers will aim to wrap up by 6pm and I am delighted to invite you to join us for a glass and a nibble after the meeting, courtesy of Charles Stanley, giving you time to mingle with likeminded fellow attendees and also the speakers.
As always...
Branch meeting
,
Northern Home Counties
Wed, 29/02/2012 - 2:15pm
For nearly thirty years, Alison Hesketh was an independent Charity Troubleshooter, jumping into charities in crisis as Acting Chief Executive to sort out whatever chaos they found themselves in. Eight years ago she helped her mother, and then...
Branch meeting
,
East Anglia
Wed, 29/02/2012 - 6:30pm
Abbie has 13 years experience providing marketing and business development services to firms in financial and other professional services. She lectured in Marketing and eBusiness at the University of Technology Sydney (UTS), while working at AMP and...
March 2012
Branch meeting
,
London
Tue, 06/03/2012 - 4:00pm
This month we are introducing the first of our three ‘double’ sessions being run this year. The idea is to open the meetings up to our Paraplanners, junior colleagues, and others, who may find an afternoon session easier to attend. Our...
Regional event
Wed, 07/03/2012 - 9:15am
Reasons you should attend
Attendance is free of charge and includes refreshments and lunch
Collect 5 CPD points points and gap fill credits: IFP#217, 222, 224, 244 PFS | C11#97-98, 100 and 109
Learn how new Morningstar Analyst Ratings can support...
Branch meeting
,
Northern Ireland
Wed, 07/03/2012 - 12:00pm - 2:00pm
Abbie has 13 years experience providing marketing and business development services to firms in financial and other professional services. She lectured in Marketing and eBusiness at the University of Technology Sydney (UTS), while working at AMP and...
Branch meeting
,
Chester and North Wales
Thu, 08/03/2012 - 2:00pm
Branch meeting
,
Essex
Wed, 14/03/2012 - 10:00am - 12:00pm
Presentation overview
Richard’s presentation will cover:
what the FSA say about risk profiling
the issues...
Branch meeting
,
Bristol
Wed, 14/03/2012 - 4:00pm
Regional event
Thu, 15/03/2012 - 9:15am
Agenda
Adviser Workstation Seminar
Benefits and Opportunities: Investment Trusts (Gap Fill session)
Click here to book your place
Click here to view the full agenda
Reasons you should attend
Collect 3.5 CPD points and collect gap fill credits: IFP...
Branch meeting
,
Lancashire and Cumbria
Thu, 15/03/2012 - 2:00pm - 4:30pm
Branch meeting
,
Manchester
Thu, 15/03/2012 - 2:00pm - 4:30pm
Pete is a CFPCM professional and Chartered Financial Planner, and is MD of Jacksons Wealth in Penzance. He was dragged down to Cornwall ten years ago by his Land’s Ender wife, but has never looked back. He describes himself as a classic IFA,...
Branch meeting
,
Kent and Sussex
Thu, 15/03/2012 - 3:00pm
Malcolm’s session will cover:
1. The scope for total family Trust frameworks
2. Best Practice Financial Trust solutions
3. Effective...
Branch meeting
,
Central and Southern England
Tue, 20/03/2012 - 1:00pm - 4:30pm
lunch included
Regional event
Wed, 21/03/2012 - 9:15am
Agenda
Adviser Workstation Seminar
Morningstar’s New Global Fund Report
OBSR Analyst Insight
Asset Allocation (Gap Fill Session)
Click here to book your place
Click here to view the full agenda
Reasons you should attend
Collect 5 CPD points...
Branch meeting
,
Northern Ireland
Wed, 21/03/2012 - 12:00pm - 2:00pm
Brian Fisher
Long Term Care Marketing Manager, Friends Life
Brian has worked in the Financial Services Industry for many years but the experience of his own grandmother developing Dementia and requiring care, turned his attention towards the Long...
Branch meeting
,
East Midlands
Wed, 21/03/2012 - 3:30pm - 6:30pm
Our first speaker for this month’s meeting will give you excellent insight into the work of Paraplanners and their benefit, together with a number of extremely useful Financial Planning tips. Martin Vaughan has worked in financial...
Regional event
Wed, 21/03/2012 - 7:00pm - Thu, 22/03/2012 - 5:00pm
Leading from the front
An exclusive event for Accredited Financial Planning FirmsTM
Date: Wednesday 21 March (dinner) & Thursday 22 March (conference)
Venue: Hilton London Kensington, London
This conference and dinner is exclusive to...
Branch meeting
,
Central and Southern England
Thu, 22/03/2012 - 1:00pm - 4:30pm
lunch included
Branch meeting
,
Bath
Sat, 24/03/2012 - 5:00pm - Thu, 20/09/2012 - 5:00pm
Branch meeting
,
South Wales
Tue, 27/03/2012 - 12:30pm - 4:00pm
Paul has been practising Lifestyle Financial Planning since 1992 and more recently was the driving force behind the creation and success of Truth Software. Paul now runs inspiring workshops that help advisers to fully understand and deliver REAL...
Regional event
Wed, 28/03/2012 - 9:15am
Agenda
Adviser Workstation Seminar
Benefits and Opportunities: Investment Trusts (Gap Fill session)
Guest Speaker: Gillian Cardy, IFA Centre – How to ensure you are fully Independent
Click hereto book your place
Click here to view the full...
Branch meeting
,
Cotswolds
Wed, 28/03/2012 - 1:00pm - 4:00pm
Branch meeting
,
East Anglia
Wed, 28/03/2012 - 6:30pm
Branch meeting
,
Birmingham
Thu, 29/03/2012 - 12:30pm - 4:00pm
April 2012
Branch meeting
,
South West
Wed, 11/04/2012 - 4:00pm - 6:00pm
Branch meeting
,
Leeds
Tue, 17/04/2012 - 5:00pm
Branch meeting
,
Thames Valley
Wed, 18/04/2012 - 6:00pm
Regional event
Thu, 19/04/2012 - 9:15am
Agenda
Adviser Workstation Seminar
Asset Allocation (Gap Fill Session)
Click here to book your place
Click here to view the full agenda
Reasons you should attend
Collect 3.5 CPD points and collect gap fill credits: IFP# 95-98, 156, 157 PFS/CII# 18...
Branch meeting
,
Lancashire and Cumbria
Thu, 19/04/2012 - 2:00pm - 4:30pm
Branch meeting
,
Manchester
Thu, 19/04/2012 - 2:00pm - 4:30pm
Until 5 years ago Colin Kemp was an IFA and MD of a joint venture with a firm of Chartered Accountants, working closely with them and other professional advisers. Now he is Head of Legacies at Christian Aid, an international development charity that...
Branch meeting
,
Northern Home Counties
Wed, 25/04/2012 - 2:15pm
Branch meeting
,
Bristol
Wed, 25/04/2012 - 4:00pm
Regional event
Thu, 26/04/2012 - 9:25am - 4:30pm
The only way is ethics
Date: Thursday 26 April 2012
Venue: The Warwickshire Golf & Country Club, Warwick
This one day event will focus on a number of issues around ethics and practice standards. It’s a great opportunity to...
Branch meeting
,
North East
Thu, 26/04/2012 - 1:00pm
Branch meeting
,
Bath
Thu, 26/04/2012 - 5:00pm
Branch meeting
,
Surrey
Fri, 27/04/2012 - 1:00pm
May 2012
Branch meeting
,
London
Tue, 01/05/2012 - 6:00pm
Branch meeting
,
Scotland
Thu, 03/05/2012 - 12:00pm - 2:00pm
Branch meeting
,
Leeds
Tue, 08/05/2012 - 5:00pm
Branch meeting
,
Chester and North Wales
Thu, 10/05/2012 - 2:00pm
Branch meeting
,
Kent and Sussex
Thu, 10/05/2012 - 3:00pm
Branch meeting
,
Essex
Wed, 16/05/2012 - 4:00pm - 6:00pm
Branch meeting
,
Lancashire and Cumbria
Thu, 17/05/2012 - 2:00pm - 4:30pm
Branch meeting
,
Manchester
Thu, 17/05/2012 - 2:00pm - 4:30pm
Branch meeting
,
Northern Ireland
Wed, 23/05/2012 - 12:00pm - 2:00pm
Regional event
Thu, 24/05/2012 - 9:00am - 10:00pm
Paraplanner conference and dinner 2012
An exclusive event for Paraplanners
Date: Thursday 24 May 2012
Venue: tbc, Midlands
The IFP's inaugural Paraplanner conference and dinner took place in 2011 and was quickly a sell out with...
Branch meeting
,
Surrey
Tue, 29/05/2012 - 4:00pm
Branch meeting
,
Cotswolds
Wed, 30/05/2012 - 1:00pm - 4:00pm
Branch meeting
,
East Midlands
Wed, 30/05/2012 - 3:30pm - 6:30pm
Branch meeting
,
North East
Thu, 31/05/2012 - 1:00pm
Branch meeting
,
North East
Thu, 31/05/2012 - 1:00pm
June 2012
Branch meeting
,
Leeds
Tue, 12/06/2012 - 5:00pm
Branch meeting
,
Scotland
Thu, 14/06/2012 - 12:00pm - 2:00pm
Branch meeting
,
Chester and North Wales
Thu, 14/06/2012 - 2:00pm
Branch meeting
,
Scotland
Thu, 14/06/2012 - 4:00pm - 6:00pm
Branch meeting
,
South Wales
Tue, 19/06/2012 - 8:30am - 12:00pm
Regional event
Tue, 19/06/2012 - 9:00am - 5:00pm
Fellows day and dinner
An exclusive event for Fellows of the IFP
Date: Tuesday 19 June 2012
Venue: Dumbleton Hall Hotel, nr Evesham
This one day event is exclusive to Fellows of the IFP.
Fellows’ days are about sharing...
Branch meeting
,
Northern Ireland
Wed, 20/06/2012 - 12:00pm - 2:00pm
Branch meeting
,
Bristol
Wed, 20/06/2012 - 4:00pm
Branch meeting
,
East Anglia
Wed, 20/06/2012 - 6:30pm
Branch meeting
,
Birmingham
Thu, 21/06/2012 - 12:30pm - 4:00pm
Branch meeting
,
Lancashire and Cumbria
Thu, 21/06/2012 - 2:00pm - 4:30pm
Branch meeting
,
Manchester
Thu, 21/06/2012 - 2:00pm - 4:30pm
Branch meeting
,
Cotswolds
Tue, 26/06/2012 - 6:00pm
Branch meeting
,
Northern Home Counties
Wed, 27/06/2012 - 2:15pm
Regional event
Thu, 28/06/2012 - 9:00am - Fri, 29/06/2012 - 4:30pm
A two day high level workshop
Date: 28-29 June 2012
Venue: The Oxford Belfry
The art and science of Financial Planning workshop makes a welcome return this June. Rarely will you find a workshop like this which focuses on such high...
Branch meeting
,
Surrey
Fri, 29/06/2012 - 1:00pm
July 2012
Branch meeting
,
South West
Wed, 04/07/2012 - 4:00pm - 6:00pm
Branch meeting
,
Kent and Sussex
Thu, 05/07/2012 - 3:00pm
Branch meeting
,
East Midlands
Wed, 11/07/2012 - 3:30pm - 6:30pm
Branch meeting
,
Central and Southern England
Tue, 17/07/2012 - 1:00pm - 4:30pm
lunch included
Branch meeting
,
Surrey
Tue, 17/07/2012 - 4:00pm
September 2012
Branch meeting
,
London
Tue, 04/09/2012 - 6:00pm
Branch meeting
,
Scotland
Thu, 06/09/2012 - 12:00pm - 2:00pm
Branch meeting
,
Scotland
Thu, 06/09/2012 - 4:00pm - 6:00pm
Branch meeting
,
Leeds
Tue, 11/09/2012 - 5:00pm
Branch meeting
,
Northern Ireland
Wed, 12/09/2012 - 12:00pm - 2:00pm
Branch meeting
,
East Midlands
Wed, 12/09/2012 - 3:30pm - 6:30pm
Branch meeting
,
Central and Southern England
Tue, 18/09/2012 - 1:00pm - 4:30pm
lunch included
Branch meeting
,
Lancashire and Cumbria
Thu, 20/09/2012 - 2:00pm - 4:30pm
Branch meeting
,
Manchester
Thu, 20/09/2012 - 2:00pm - 4:30pm
Branch meeting
,
Kent and Sussex
Thu, 20/09/2012 - 3:00pm
Branch meeting
,
Bath
Thu, 20/09/2012 - 5:00pm
Branch meeting
,
Birmingham
Tue, 25/09/2012 - 12:30pm - 4:00pm
Branch meeting
,
Essex
Wed, 26/09/2012 - 10:00am - 12:00pm
Branch meeting
,
North East
Wed, 26/09/2012 - 1:00pm
Branch meeting
,
Cotswolds
Wed, 26/09/2012 - 1:00pm - 4:00pm
October 2012
Branch meeting
,
Leeds
Tue, 09/10/2012 - 5:00pm
Branch meeting
,
Thames Valley
Wed, 10/10/2012 - 6:00pm
Branch meeting
,
Birmingham
Mon, 15/10/2012 - 12:30pm - 4:00pm
Branch meeting
,
Lancashire and Cumbria
Thu, 18/10/2012 - 2:00pm - 4:30pm
Branch meeting
,
Manchester
Thu, 18/10/2012 - 2:00pm - 4:30pm
Branch meeting
,
Cotswolds
Tue, 23/10/2012 - 6:00pm
Branch meeting
,
Northern Home Counties
Wed, 24/10/2012 - 2:15pm
Branch meeting
,
East Anglia
Wed, 24/10/2012 - 6:30pm
Branch meeting
,
Surrey
Tue, 30/10/2012 - 4:00pm
November 2012
Branch meeting
,
Scotland
Thu, 01/11/2012 - 12:00pm - 2:00pm
Branch meeting
,
Scotland
Thu, 01/11/2012 - 4:00pm - 6:00pm
Branch meeting
,
East Midlands
Wed, 07/11/2012 - 1:30pm - 6:30pm
Branch meeting
,
Chester and North Wales
Thu, 08/11/2012 - 2:00pm
Branch meeting
,
South Wales
Tue, 13/11/2012 - 12:30pm - 4:00pm
Branch meeting
,
Leeds
Tue, 13/11/2012 - 5:00pm
Branch meeting
,
Bristol
Wed, 14/11/2012 - 4:00pm
Branch meeting
,
Thames Valley
Wed, 14/11/2012 - 6:00pm
Branch meeting
,
Lancashire and Cumbria
Thu, 15/11/2012 - 2:00pm - 4:30pm
Branch meeting
,
Cotswolds
Wed, 21/11/2012 - 1:00pm - 4:00pm
Branch meeting
,
Essex
Wed, 21/11/2012 - 4:00pm - 6:00pm
Branch meeting
,
Kent and Sussex
Thu, 22/11/2012 - 3:00pm
Branch meeting
,
Central and Southern England
Tue, 27/11/2012 - 1:00pm - 4:30pm
lunch included
Branch meeting
,
Northern Home Counties
Wed, 28/11/2012 - 2:15pm
December 2012
Branch meeting
,
Bristol
Wed, 05/12/2012 - 4:00pm
Branch meeting
,
East Anglia
Wed, 05/12/2012 - 6:30pm
Branch meeting
,
East Midlands
Fri, 07/12/2012 - 12:00pm - 3:00pm
Christmas Lunch & entertainment
Branch meeting
,
Birmingham
Tue, 11/12/2012 - 3:30pm
March 2013
Regional event
Fri, 15/03/2013 - 2:30pm
Agenda
Adviser Workstation Seminar
Improve your Online Communications with your Clients
Executive Briefing: Analyst Ratings for Investment Trusts
Jackie Beard, Head of Closed-end Fund Research, Morningstar
Ian Sayers, Director General, the AIC...
CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.