Case study session

Main meeting

A CFP professional assessment study group session will take place at 16.00 before each branch meeting 

The IFP are delighted to announce that they have reacted to the requests from the membership to provide

1.       more assistance in the preparation for the CFP

2.       more assistance for those that have already completed the CFP to apply it in their working lives

3.       a framework for members to keep their Financial Planning skills as sharp as possible

The Kent & Sussex region has agreed to test the concept and I have allocated 1.5 hours before each meeting for this opportunity. Study Group sessions will start at 4:00pm with the main branch meeting starting at 6pm.

Over 7 sessions we will dissect a complex case study seeking to identify all technical areas, Financial Planning areas, soft skills areas and ethics and link these competing elements tighter with an evolving cashflow model. This will form a fantastic grounding for those wishing to sit the CFP, an excellent chance for post CFPs to test their analytic skills alongside their branch colleagues and some high quality CPD. There is no preparatory work required as all the tools and information you need is covered in the sessions.

The training will be provided by AXA’s financial planning support division. In addition to the training AXA will be providing sandwiches for those that attend (free for the first 20 people to confirm attendance). These will be served at 5.30 pm to help recharge you batteries for the rest of the meeting which start at 6pm.

Sponsored by Brooks MacDonald Asset Management 

If you are not on Google you don't exist! How to jumpstart your presence on the internet
 Philip Calvert, IFA Life

Philip Calvert's Profile on the Ecademy website states the following:- Philip Calvert "Social Media Professional Speaker, Social Network for IFAs and Financial Planners, Social Media in Financial Services

"Philip Calvert is the most exciting, most enlightening and most entertaining professional speaker on social media today. In a world where everyone professes to be a social media expert, Philip Calvert is the real deal."

Hello - I'm a social media speaker and the founder of IFA Life - the niche social networking site for Financial Planners and IFAs. Ecademy was our inspiration

I speak at conferences, seminars and corporate events on how businesses can generate leads, new customers and sales through websites such as LinkedIn, Twitter, Ecademy, IFA Life, Facebook and other social networks.

I'm also the author of Successful Seminar Selling, an acclaimed marketing book which helps businesses to generate new leads and new customers through seminars. If you've ever wondered how businesses can consistently get a full house at their seminars, then this book is for you! And if you know anyone who is getting married soon, please tell them about my other book How to Make a Great Wedding Speech. Why not give them an early wedding present?!

I hope you'll enjoy reading my profile today. Please drop me a line to say hello - it would be great to hear from you and maybe I can point you in the direction of some trusted friends and contacts that can help you find what you're looking for.

"I fully expect to look back in 5 years time and regard my first contact with Philip as a major milestone in my life. One week later and I have already gained an incredible amount of knowledge. Fantastic!" Chris Kelly, Hanson Wealth Management