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Date: 21/05/2009
Time: 09:00
Region: Belfast
Venue: Park Plaza Hotel, Belfast International Airport

All Ireland Conference 2009: The art & science of Financial Planning

Thursday 21 May 2009

Park Plaza Hotel, Belfast International Airport

Sponsored by:

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INTRODUCTION

A successful Financial Planner needs to combine the ability to retain and use highly complex technical information to help their clients along with the strong communication and business skills associated with a professional practitioner. This conference has been designed by the IFP and the Northern Ireland Branch Chairmen, David Crozier CFP and Robert Stevenson CFP, for Financial Planners and financial advisers for Ireland and beyond who demand stimulating, thought provoking content to keep them ahead of the crowd. 

This conference will not only inform but also inspire you to think about what you do within your business, and how you can be more effective. The next few years offer huge opportunities for those who focus on doing the basics right and this conference will help to make sure that you are amongst those who thrive.

Come along and enjoy a full day of ideas which you can take away and use in practice.  Members and non members welcome. 

THE PROGRAMME

 The following sessions will take place:
  • Capturing & processing information with mind maps & MindManager, Andrew Wilcox, Director, Cabre
  • Cashflow modelling, John Baxter CFP
  • Behavioural finance & the psychology of investing, Stuart Podmore, JPMorgan Asset Management
  • The evolution of diversification, Alistair Mawdsley, Connaught Asset Management
  • Communicating, a panel session
  • Risk profiling, a panel session

The timings for the day are as follows: 

  • Registration & refreshments from 09:00 to 09:30
  • Conference from 09:30 to 16:20
  • Lunch from 13:10 to 14:10

Download the Programme.

CPD 

Key
Category
Total points by category
PSC
Professional standards & compliance
 0
Tech
Technical knowledge
 4.75
PD
Personal development
 2.75
PM
Practice management
 0
 
 
 
 
Total Points
 7.50

OPTIONAL DINNER

Subject to demand, delegates can register their interest in dining on the night prior to the conference.  Please tick the box on the registration form if you would be interested in attending a dinner on the 20 May at the Park Plaza Hotel. 

THE VENUE

Park Plaza Hotel
Belfast International Airport
Belfast
BT29 4ZY

T: 028 94457000
W: www.parkplazabelfast.com

View the Map & Directions to the venue.

HOW TO BOOK

To book on to this event, download the Registration Form.
 
By completing and returning the registration form you are agreeing with the IFP's terms and conditions of booking (view the Terms & Conditions of Booking). 

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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.

Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333