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About 13 results for "cfpcm"

Real Life Case Study: Karl Lavery CFPCM
Financial Planner Online

Real Life Case Study: Martin Bamford CFPCM

Martin Bamford CFP CM , managing director of Informed Choice in Surrey, explains how a couple nearing retirement were converted to the benefits of Financial Planning. Case Study Brief Philip and Liz are 65 years old and have to make some ... Financial Planner Online, 22 hours ago
Real Life Case Study: Karl Lavery CFPCM Financial Planner Online, 1 week ago

My Business: Sandy Robertson CFPCM

Sandy Robertson FIFP CFP CM , founder of Accredited Financial Planning Firm Acumen in Aberdeen, reveals how he was inspired by a legendary IFP figure and talks about how he built his business. Financial Planner: How did you get into Financial ...
 Financial Planner Online22 hours ago

My Business: Pete Matthew CFPCM

Online innovator and experienced planner Pete Matthew CFP CM , manging director of Jacksons in Cornwall, talks about his journey from a job at McDonalds to becoming a web evangelist. Financial Planner: How did you get into Financial Planning? ...
 Financial Planner Online1 week ago Make Financial Planning sexy to attract young into profession  Financial Planner Online1 week ago Global standards for Financial Planners revised  Financial Planner Online1 month ago Pete Matthew: Make financial jargon illegal  Financial Planner Online1 month ago

IFP President: Merger is our one chance to get it right

The merger with the CISI is the IFP's one chance to get it right, the body's new president says. Alan Dick CFPCM, who took over the role from Rebecca Taylor FIFP CFPCM at the IFP AGM on 5 October, has outlined his aims and ambitions as the ...
 Financial Planner Online1 month ago

Enormous efforts of ex-IFP chief praised after she retires

Former IFP president Jane Wheeler has been praised for her enormous contribution to building the Financial Planning profession after her retirement was announced. Ms Wheeler, who was credited with concept of the Accredited Financial Planning firm, ...
 Financial Planner Online4 days ago
Financial Planner Online

IFP members to get CISI welcome packs next week

Membership packs welcoming IFP members to the CISI will be sent out next week. Information is set to be posted to members as the merger becomes officially completed on 1 November. The IFP Bristol office will close with effect from that day and ...
 Financial Planner Online1 month ago
Professional Paraplanner

Adam Wareing wins IFP Paraplanner of the Year award

Latest 7 October 2015 Adam Wareing, paraplanner with Cheshire-based Clarion Wealth Planning, was awarded Paraplanner of the Year at the Institute of Financial Planning's annual conference last night. The picture shows Adam accepting the award ...
 Professional Paraplanner1 month ago
Financial Planner Online

Ovation for Nick Cann as he gets special award

Hundreds of delegates took to their feet last night to give a standing ovation to Nick Cann as he received a special lifetime achievement award at the IFP annual conference. Mr Cann was warmly and loudly applauded as he was invited up on stage to ...
 Financial Planner Online1 month ago
Financial Planner Online

Marlene Outrim's tips for getting most from IFP conference

It is the biggest Financial Planning event in the whole of the UK and hundreds of delegates will be flocking from all parts of the isles to be there. The IFP annual conference is set to beat the records this year for the number of attendees, with ...
 Financial Planner Online1 month ago
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