Financial Planning 'best practice' workshop

Thursday 08 July 2010

MMU Business School, Manchester

INTRODUCTION 

The Best Practice workshop, formerly the Masterclass for CFP^CM professionals, is aimed at CFP^CM Professionals but is open to all members and 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, technology and 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.

Subject to feedback, this workshop should run again in Edinburgh on the 15 November.

THE SPEAKERS & SESSIONS

To download the Speaker presentations, click on the links below.

• Cashflow planning for prospects, initial financial plans and reviews, Antony Williams CFP^CM, Evolve Financial Planning Ltd 
• What does lifestyle Financial Planning really look like? Andrew Brook-Dobson CFP^CM, Brook-Dobson Bearing Ltd
• Dreams & aspirations of a Financial Planner, Marlene Shalton FIFP, CFP^CM, Bluefin Wealth Management
• Business development, Phil Billingham CFP^CM, threesixty services LLP

View the Programme.

THE VENUE

This event is being kindly hosted by Manchester Metropolitan University Business School.

Manchester Metropolitan University Business School
Aytoun Building
Aytoun Street
Manchester
M1 3GH

T:  0161 247 2838
W: www.business.mmu.ac.uk

View the map & directions.