Terms and Conditions
Terms & conditions
Member rates
Member rates are only applicable to fully paid-up members of the IFP. The relevant membership number should be clearly written on the registration form. All registrations will be checked by the IFP.
Membership offers
Where applicable, the first year introductory price for membership applies to first time applicants only.
Payment
You can pay for your attendance to an event online where we’ll accept credit/debit card payments (Amex is not accepted). Alternatively, you can download the registration form for the event and pay by card or by cheque. Cheques should be made payable to ‘Institute of Financial Planning. Bookings and payments received within ten working days of the event are at the discretion of the IFP and must be paid for by credit card.
Places cannot be reserved without payment.
Group size
The IFP reserves the right to cancel any workshop/event which doesn’t achieve the minimum number of participants.
We’ll inform delegates no later than five working days prior to the date of the event. In this instance a full refund minus a charge to cover the costs of any materials or a transfer to another workshop/event will be offered. The IFP will not be liable for any additional expenses incurred by the attendee.
Workshop cancellations
In the unlikely event that the IFP needs to cancel a workshop/event we will endeavour to notify you as soon as possible before the workshop date.
The IFP reserves the right to cancel or postpone a workshop and in such an event the total liability of the IFP for such a cancellation or postponement shall be limited to a refund of any fee paid by the attendee (minus a charge for any training material as appropriate).
Attendee cancellation/transfer/substitution policy
Any cancellation, transfer or substitution must be made in writing or by email to the IFP.
Cancellations
Cancellations received in writing more than ten working days before the workshop/event date will incur a charge of 10%* of the total cost of the workshop (plus/including a charge for any training material as appropriate).
Cancellations received within five - ten working days of the workshop/event date will incur a charge of 50%* of the total cost of the workshop.
Cancellations received within five working days of the workshop/event date will incur a charge of 100% of the total costs of the workshop.
*The IFP reserves the right to charge a minimum administration charge of £50.
Important note: If an attendee fails to attend a confirmed workshop/event (without prior written cancellation) no refund will be offered. Substitution of one attendee for another will be accepted without charge, but must be supported by a fully completed registration form.
Substitutions
Substitution of one attendee for another will be accepted without charge up to two working days prior to the event and must be supported by a fully completed Registration Form. Please notify the IFP as early as possible if this is the case.
Transfers
PLEASE NOTE: transfers are not applicable to all of our events. Please check with the IFP if you are considering transferring.
If you wish to transfer your booking to a different workshop/event taking place within the following six months, you may do so, without incurring any charges. Notifications of transfers must be made in writing and received at the IFP no later than ten working days prior to the workshop. Notification received after this time will be treated as a cancellation and will be subject to the normal cancellation charges.
Important note: If you cancel a re-booked place at any time before the course start date, the total charge for the cancellation and re-booking will be 100% of the total cost of the workshop/event.
Workshop material
The workshops listed at the top of the page include a variety of training material. Upon cancellation (either by the attendee or the IFP) an appropriate charge for the workshop material may be made as detailed below:
- Case Study Template - £25.00
- Principles and Practice in Financial Planning Tuition Manual - £40.00
- Paraplanner Workshop Tuition Manual - £40.00
- Fellowship Preparation Day Manual - £40.00
- Financial Calculator - £45.00
Liability
The IFP does not accept any liability for any property damage or loss incurred at any time during the workshop/event. The IFP shall not be liable (whether such liability arises due to negligence, breach of contract, misrepresentation, or for any other reason excluding fraudulent misrepresentation) for any loss of use of any software, data, loss or use of any computer or indirect, consequential loss or damage (including loss or damage suffered by the attendee as a result of an action brought by a third party) even if such loss was reasonably foreseeable or the IFP had been advised of the possibility of the attendee incurring the same.
Copyright
Copyright relating to any workshop/event materials provided remains the sole property of the IFP. All training and reference materials and equipment provided by the IFP for use in connection with any workshop are provided for the exclusive use of the named attendee alone and must not be copied in whole or part. All rights in such materials are reserved.
Non-discrimination policy
The IFP complies with all UK and European laws applicable in relation to discrimination on any grounds.
Accordingly, the IFP is committed to providing equality of opportunity and fair treatment for all. The IFP will not discriminate on the basis of gender, age, marital status, sexual orientation, ethnic origin, religion, culture or disability in dealing with candidates.
Data Protection
Any information that you provide to us will be added to our membership database and will be processed in accordance with the Data Protection Act 1998. For further information please email: enquiries@financialplanning.org.uk.
By submitting registration details, delegates agree to allow the IFP and companies associated with IFP events and conferences to contact them regarding their services. Delegates who do not wish to receive such communications please email events@financialplanning.org.uk. The contact details of registered delegates will be placed on the attendee list which will be passed to sponsoring companies and to all attendees for them to see who is at the conference for the purpose of networking. Delegates who do not wish to be included on this list should advise the IFP by emailing events@financialplanning.org.uk at the time of booking.
Registration process
To book a place at any of the above workshops or events please complete and return the relevant registration form to:
Institute of Financial Planning
Workshop/Event Registrations
Whitefriars Centre
Lewins Mead
Bristol
BS1 2NT
Or alternatively by fax: 0117 929 2214
In the event that a workshop or event booking is made, this will be deemed to constitute acceptance by the attendee of these terms and conditions.
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.