Fellowship Preparation Days

Personal Financial Planning

The Personal Financial Planning preparation day will begin with an explanation of the nature of the examination. The morning with focus on calculations that will be invaluable to the financial plan that needs to be produced. The afternoon session will focus on the specific Financial Planning aspects that will be covered within the examination papers.

The entire day will provide a technical refresher in the following areas – income tax calculations, different types of savings income, CGT basics, IHT taxation of trusts and a review of the taxation of gains on chargeable events from life insurance based investments.

Planning For Business Owners

The Planning For Business Owners preparation day will aim to be practical while at the same time ensuring that the full syllabus is covered.  This is an interactive workshop where all attendees are encouraged to share their thoughts/ideas.

Not only will time be spent looking at a typical business owners case study, but there will be an opportunity to look at a past paper from the Fellowship examination.

This is an ideal time to seek clarification from the facilitator on any areas within the syllabus where you need further guidance.

**NEW ** 2009 Workshop Dates

Preparation Days	Location	Date	Costs
Personal Financial Planning	Bristol	Wed 22 April	£200.00*
Planning for the Business Owner	Bristol	Thur 23 April	£200.00*

 * If two Preparation Days are booked at the same time the total cost is £350.00

Venue:

Venue confirmation will be sent to all attendees no later than 10 working days prior to the workshop.

Accommodation:

If you require accommodation the Institute can recommend the following company that is able to source a range of suitable options to meet your specific requirements:

Nigel Greaves Associates (NGA) Ltd
Tel: 01737 242 221
Fax: 01737 224 414
Email: ngreaves@ngaevents.co.uk

Registration:

To book a place you will need to fully complete and return the appropriate registration form.  Confirmation will then be sent by post.  Alternatively, if you have any queries please contact the IFP: 0117 945 2470.

To download the Fellowship Preparation Day Registration Form click here.

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