Scottish Conference 2011
Building a better future
A one day conference, best practice workshop & dinner
Date: 14 - 15 November 2011
Venue: The Marriott Glasgow Hotel
The Scottish conference, dinner and best practice workshop took place on 14 - 15 November and offered a mix of technical, personal development and practice management sessions.
To download pdfs of the speaker presentations, where applicable, or for more information, please click the individual session titles.
The best practice workshop - worth 6.0 CPD points
Monday 14 November
- Risk profiling – Delivering the best possible client outcome AND staying out of jail - Alan Dick CFPCM, FortyTwo Wealth Management
- Look before you leap (into a joint venture) - Jonathan Gibson CFPCM, Verus Wealth & A2+B Wealth
- Cashflow modelling - Sandy Robertson FIFP, CFPCM, Acumen Financial Planning
- Digital marketing - improve revenue, sales & client engagement - Ian Laverty, Intelligent Mobile Ltd
The Scottish conference - worth 8.0 CPD points
Tuesday 15 November
- Behavioural Finance - Professor Steve Thomas, Cass Business School
- Investing in Russia - good value or too risky? - Peter Jarvis, Pictet Asset Management Ltd
- The four pillars of investing - Mike Azlen CFPCM, Frontier Investment Management LLP
- Tax & Financial Planning in a high tax world - Tony Wickenden, Technical Connection
- Bringing meaning to money - how to help your clients lead more fulfilled lives - Donald Fraser CFPCM, Grant Thornton UK LLP
- International pensions - a practical Financial Planning tool? Robert C. Hair CFPCM, Turcan Connell
- Pensions, IHT & estate planning - Leanda Cuthbert, Standard Life
- Is it really that difficult to manage clients' assets - Malcolm Murray, Transact - Phil Young, threesixty services LLP - Barry Neilson, Nucleus
- Flexible drawdown & other topical issues - Claire Brooks, Suffolk Life
- Create a succinct value proposition to attract ‘ideal’ clients and grow revenue - Abbie Tanner, A Business Innovation
- Become a Key Person of Influence in Financial Planning - Daniel Priestley, Director/Founder, Triumphant Events Ltd
View the programme.
Resources
Sponsors
Lead Sponsor
Dinner Sponsor
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.