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Exclusive events for CFPCM Professionals & Fellows of the IFP

The IFP runs a number of exclusive events designed specifically for the professional development of CERTIFIED FINANCIAL PLANNERCM professionals and Fellows of the IFP. 

TRAINING DAYS FOR CFPCM PROFESSIONALS

CERTIFIED FINANCIAL PLANNERCMcertification 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 CFPCM professional days. 

New for 2010, the Masterclass for CFP Professionals provides a genuine professional pathway post CFP certification. Aimed at those who have more recently become CFP professionals or those who could use some expert help, the Masterclass will help you to integrate Financial Planning principles, processes and techniques into your business in a practical way.  Experienced planners will share their best practice tips and tools to help you maintain your professional edge. The same programme will be delivered in each of the four venues.  You will leave with practical and valuable new ideas to improve your clients' experience and business success.

The IFP will continue to offer 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. 

BOOKING OFFER 2010
Book a 2010 Masterclass for CFP Professionals and receive a £50 discount voucher which can be used against a 2010 Focus Day for CFP Professionals.
OFFER CONDITIONS: The voucher will be issued with the Masterclass booking confirmation and must be submitted with the Focus Day registration for the discount to be redeemed. Each voucher may only be used once. Offer applicable to CFP professional Days in 2010 only. 

MASTERCLASS FOR CFPCM PROFESSIONALS

The following masterclasses are scheduled for 2010 [for more information click the link]:

The format for each of the above events will be very similar although the speakers may change. To register for any of the above, download the registration form:

Download in PDF format
Download in MICROSOFT WORD format

FOCUS DAYS FOR CFPCM PROFESSIONALS

The following Focus Days are scheduled for 2010:

  • Making the most of ETFs, 25 March [Glasgow]
  • Tax tips for Financial Planners, 06 May [London]
  • 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

FELLOWSHIP DAYS

Becoming a  Fellow of the IFP demonstrates that an individual has achieved the highest possible standards within Financial Planning and has reached the pinnacle of our profession. In the UK there are just 76 Fellows who have successfully achieved this significant status. Being part of the IFP's Fellowship allows these individuals to contribute further to the development of new planners through mentoring, other initiatives and contributions at conferences and meetings.

This exclusive Fellows’ Day and Dinner is held each year. It is an opportunity for Fellows of the IFP to meet and share information at the highest level whilst discussing how best to apply new ideas.  Fellows are regarded as leaders within the Financial Planning community, and Fellows' Days are a great way to focus on their very specialist technical and development needs at a level commensurate with their high level abilities and length of practical experience.

Fellows' Day & Dinner 2010, 24 June [TBC]

PAST CFPCM PROFESSIONAL DAYS:

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


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CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP 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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