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CFP®, CERTIFIED FINANCIAL PLANNER(cm) and ![[CFP trademark]](../images/cfp_trademark.jpg)
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. |
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Business development
Notices of conferences and training programmes for Financial Planners, provided by the IFP, its sponsors and other organisations are posted on this section. If you would like to alert planners to a particular event by including it in this section, please email Sue@financialplanning.org.uk with full details.
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| Women need protection |
| Over the last 30 years women have played an increasingly vital role in the workforce.
Nowadays women do not have to choose between a family and a successful career, they can have both. In fact, women set up 30 per cent of businesses in the UK and 25 per cent of all businesses are already run by women.(1) Since 1978 the average annual household
income has more than doubled.
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| 20/11/2008 |
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| Making the Transition |
| Transition planning involves more than just switching from taking commission on product sales to charging clients fees, it means adopting an entirely fresh Financial Planning philosophy. It will affect every area of your business, from the clients you choose to do business with, the products you advise them to buy (if any), and the way you plan and run your internal processes. |
| 20/11/2008 |
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| It's all about face time |
| Business Healthcheck Research conducted by Pivotal finds that Financial Planners are typically working far in excess of 40 hours per week. Further examination reveals that actual face to face time with clients can be as low as 12 per cent for business owners, rising at most most to 20 per cent for employed or self-employed planners. |
| 17/10/2008 |
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| Equity Release moves upmarket |
| In the past, equity release was considered a product of last resort, used by impoverished, aged homeowners who had few alternatives. Images of elderly homeowners being thrown out onto the street, and families 'cheated' of their inheritance have tarred the image of the industry. |
| 17/10/2008 |
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| Skandia Investment Platform |
| Skandia pioneered the MultiManager approach to investing in the UK and also created the UK’s first fund supermarket. Today we continue to lead the market through our investment platform, Selestia Investment Solutions. |
| 14/10/2008 |
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| Sparinvest Press Release |
| Sparinvest launches three new Strategic Asset Allocation funds based on factors that outperform in the longer term. The Danish fund management group, Sparinvest, has today launched a series of three new sub-funds within its Luxembourg-based Sparinvest SICAV. |
| 25/09/2008 |
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| Wizards of OZ: How Australian planners have embraced the wrap concept |
| In the mid-1980s Australians embarked on a path of compulsory retirement savings – or superannuation as it’s known Down Under. |
| 16/09/2008 |
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| Wealth Managers Must Change |
| Wealth managers need to change their underlying business models or miss out on market opportunities, according to SEI Investments. |
| 17/07/2008 |
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| US Variable Annuites |
| Variable annuities – or annuities that provide an income that can vary - have attracted a lot of headlines over the last year or so. They came onto the scene largely as a result of A Day, which cleared the way in the UK market for more innovation in pension products, particularly of the kind that has been seen in the US for many years. |
| 15/07/2008 |
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| Investing In India |
| India is fast becoming one of the world’s great economic powerhouses. This growth is increasingly being recognised by investors. In 2007 alone, the MSCI India index rose 70 per cent. While this impressive gain has been dented by recent market falls amid fears of a global slowdown, economic fundamentals and positive demographics leave India well placed to grow exponentially over the next 20 years. |
| 15/07/2008 |
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