Financial Planning Day

Discover the difference: an introduction to Financial Planning

18 June 2015, Mercure Brandon Hall, Coventry

This one day event provided an introduction to the six step Financial Planning process. Experienced CFPCM professionals explored the “how” behind the globally recognised six step Financial Planning process sharing practical tips, insight and best practice, whilst revealing what they do and how they do it within their businesses.

Here’s what delegates have taken away from past Financial Planning days:

  • "It has made me think more about the client experience and how we can add more value." Trea Duffy, 336 Financial Management
  • "To implement processes into my business that will allow me to follow the 6 stages and to implement before and after appointment communication for client reviews." Stuart Huxtable, True Potential Wealth Management
  • "Place greater emphasis on PLANNING before moving on to the advising stage of the overall process." Mark Coomber, FPSS Financial Planning
  • “There is a difference in the way the six step process works and it's tailored to the requirements of the clients and planner.” Karen White, HC Wealth Management
  • "I now know that what I am doing in terms of Financial Planning is the most appropriate way to deliver a great service proposition and I need to make sure I continue to build my systems and processes in order to deliver it." Bernard McKernan, Riverside Financial Planning Ltd

The format


Registration & refreshments


Welcome - Julie Lord FIFP CFPCM, Conference Chair/Towry

Julie will set the scene for the day and introduce today’s clients, Mr & Mrs Bowman.


"Long live the revolution" - how financial services, and our clients, have changed - David Flory, Aegon UK

David will focus on service including what clients need, what they expect from a Financial Planning service and the impact of recent changes. He will also look at some of the broader developments across the profession and will even try to predict some of the changes we might expect in the future!





Steps 1 & 2: Establish and define the client-planner relationship & gather client data, including goals - Ian Painter CFPCM, Affinity Integrated Wealth Management


The Financial Planning journey

Whether you’re already studying for Financial Planning qualifications or are looking to start studying soon, in this short update the IFP team will provide an insight into what’s involved in becoming a CFPCM professional or Accredited Paraplanner. Feel free to ask questions over lunch.




Step 3 & 4: Analyse and evaluate your financial status & develop and present Financial Planning recommendations and/or alternatives - Nicola Watts CFPCM, Jane Smith Financial Planning Ltd


Step 5 & 6: Implement the Financial Planning recommendations & monitor the Financial Planning recommendations - Keri Carter CFPCM, Broadway Financial Planning Ltd




Putting the six steps into practice - Julie Lord FIFP CFPCM, Towry

Having heard from our experienced practitioners, Julie will show you how to put the six steps into practice to help clients overcome problems and achieve their lifestyle objectives.


Q&A & networking

This session will provide an opportunity for delegates to ask questions of the day’s speakers and the IFP team.