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CFP^CM Professionals Days

The IFP runs a number of exclusive events designed specifically for the professional development of CERTIFIED FINANCIAL PLANNER^CM professionals. 

FOCUS DAYS FOR CFP^CM PROFESSIONALS

CERTIFIED FINANCIAL PLANNER^CMcertification is much more than just a qualification - it brings a new dimension to the way you do business and for 2010, the IFP is offering two types of CFP^CM professional days. 

The IFP offers topical Focus Days for CFP Professionals (formerly CFP Licensees' Days). These are full day seminars, held in various locations throughout the year, which have varying topical focuses.  The content of each programme assumes a high level of prior technical knowledge and a thorough understanding of the Financial Planning process.  The days involve active participation, discussion and debate amongst peers. 

The following Focus Days are scheduled for 2010:

• Using technology in Financial Planning, 04 November [London]

To register for any of the above, download the registration form:

Download in PDF format
Download in MICROSOFT WORD format

FINANCIAL PLANNING BEST PRACTICE WORKSHOP
(FORMERLY THE MASTERCLASS FOR CFP^CM PROFESSIONALS)

The Best Practice workshop (formerly the Masterclass for CFP^CM professionals), aimed at CFP^CM Professionals but open to all members, provides a genuine professional pathway post CFP^CM certification.

Aimed at those who have more recently become CFP^CM professionals or those who could use some expert help, the Best Practice workshop will help you to integrate Financial Planning principles, processes and techniques into your business in a practical way. 

The day focuses on four key areas – business and personal development, technical knowledge, and most importantly, your clients - how to look after the ones you’ve got and get more through the door.

Experienced planners will share their best practice tips and tools to help you maintain your professional edge. You will leave with practical and valuable new ideas to improve your clients' experience and business success.

• 8 July [MMU Business School, Manchester]
• Subject to feedback this event should run again in Edinburgh on the 15 November

This event is now open to all IFP members.

PAST CFP^CM PROFESSIONAL DAYS:

Slides are available to download from the following recent events (see programme for links): 

• Making the most of ETFs
  25 March, Glasgow
• An active approach to asset allocation
  16 February 2010, London
• Technology will make a difference
  1 December 2009, London
• Managing your business in extreme times
  4 June 2009, London
• Is there life beyond equities and fixed interest?
  12 March 2009, Edinburgh
• Investment & asset allocation strategies in a recessionary environment
  11 February 2009, London

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