1. How to manage effective planning meetings with your clients
Thu, 29/03/2012 - 12:30pm - 4:00pm
Chairman:
Ian Smith CFP
Location:
Hogarths Hotel
Four Ashes Road Dorridge
Solihull B93 8QESpeakers:
1. Paul Etheridge FIFP, CFPCM, Prestwood Group of Companies
2. Robert Worthington, JP Morgan Asset Management
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Birmingham meetings
Tue, 25/09/2012 - 12:30pm
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Mon, 15/10/2012 - 12:30pm
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CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo 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.