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CFP®, CERTIFIED FINANCIAL PLANNER(cm) and ![[CFP trademark]](../images/cfp_trademark.jpg)
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. |
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Post RDR Events
The IFP & FP Advance presents Get your business into the best possible shape for the post RDR era Wednesday 26 November 2008
New Connaught Rooms | Covent Garden | London Tuesday 9 December 2008
The Midland Hotel | Manchester
DISCOUNTS AVAILABLE FOR TWO OR MORE BOOKINGS. "Change or die – the choice is yours" says Brett Davidson, CEO of FP Advance. With the economic downturn really starting to bite and likely to get worse before it gets better, most advisers are faced with this stark choice. On 25 November, the FSA reports on the next stage of the Retail Distribution Review (RDR) process. For many advisers and Financial Planning businesses, the next few years will involve considerable change if they are to survive, let alone compete effectively in this new environment.
IFP & FP Advance events help you take control The IFP and FP Advance are joining forces to bring you one-day conferences that will help you deal with the new regulations and build a profitable and successful business. If you are a business manager or owner, do the following apply to you: - Do you have the correct clients to make your business grow?
- Are you providing the right services to attract them?
- What should you charge them for the quality service you offer?
If you haven’t quite got all this in order come to our one day conferences in London (26 November) and Manchester (9 December). This is an opportunity to get a clear understanding of what the FSA’s proposed RDR changes are going to mean. Hear directly from leading speakers as they provide the answers you might be looking for to achieve change. Come and refresh your thinking so that you can survive and prosper going into 2009.
The Speakers - Nick Cann CFP, CEO of the IFP has been closely involved with the FSA work groups and has spent extensive time looking at current business models
- William Tolmie, RDR Associate at the FSA (London date)
- Jeremy Evans, RDR Associate at the FSA (Manchester date)
- Experts from Tilney Investment Management and KPMG will provide useful information and guidance for firms
- Brett Davidson of FP Advance, well known for his clear thinking and forthright views, will give tips and strategies which relate directly to helping your business to grow and deepen client relationships
View the programmes:
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