The Institute of Financial Planning training and development programmes

The ultimate aim of our training programmes is to enable members to develop their skills as a Financial Planner through attendance at workshops and other annual events possibly leading to CERTIFIED FINANCIAL PLANNER certification – an internationally recognised standard of true Financial Planning, or even becoming a Fellow of the Institute.

The Financial Planning process includes six important steps:

STEP ONE	Identifying financial objectives and/or problems
STEP TWO	Collecting and assessing all relevant personal and financial data
STEP THREE	Processing and analysing the data collected against the client’s needs and stated objectives
STEP FOUR	Producing a written plan, which describes how to make the most effective use of financial resources to meet the agreed needs and objectives of the client
STEP FIVE	Implementing the plan
STEP SIX	Reviewing, progressing and modifying the plan, as necessary, to take account of changed circumstances

Our range of workshops are set at different levels to guide you through the varying stages of Financial Planning dependent upon your current experience. Upon attending an IFP workshop you can be assured of an experienced IFP trained facilitator and quality training material that can be used as a future point of reference.

WORKSHOP FLOWCHART

WORKSHOP DESCRIPTIONS

	IFP FOUNDATION WORKSHOP – 2 days
This workshop is based around the job competencies of a paraplanner. It has been designed to provide delegates with a comprehensive understanding of the key knowledge and skills required to successfully fulfil the role of a paraplanner within a Financial Planning business.

	CORE SKILLS IN FINANCIAL PLANNING – 1 day
This one day workshop is ideal for those already working as financial advisers or Financial Planners to develop their Financial Planning skills. It is also an ideal workshop to understand what is required to become a CFP certified professional.

FINANCIAL PLANNING PREPARATION DAY – 1 day

This workshop is designed for delegates who are familiar with the Financial Planning process and methodology and wish to fine tune or indeed test their skills in preparation for submitting their CFP certification case study. The main objectives of the day are to help delegates understand and be able to meet the CFP certification assessment standards, as well as to enable practice in the preparation of a Financial Plan.

	CFP CERTIFICATION FAST TRACK ASSESSMENT – 4 day residential
The CFP certification Fast Track assessment is an intensive 4 day residential workshop which by the fourth day delegates will have produced a comprehensive Financial Plan ready for submission against the CFP certification standards. This workshop does NOT teach delegates how to produce a Financial Plan.

	CFP CERTIFICATION HOME STUDY – up to 12 weeks
For delegates who would like to take the CFP certification assessment but do not feel the intensive CFP certification Fast Track would suit their working style. The CFP certification Home Study options allow a delegate to order a case study and CFP certification tuition manual after which they have 12 weeks to produce a Financial Plan and then submit to the IFP for assessment.

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