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About 24 results for "cfpcm"

My Business: Peter Adcock CFPCM

Every month Financial Planner asks a leading planner to share best practice from their firm. In this edition Peter Adcock of Adcock Financial tells readers what led him towards the path of Financial Planning and how he built his business. Q: How ... Financial Planner Online, 1 month ago
Financial Planners embrace platform power Financial Planner Online, 1 day ago

Clients waking at 3am in a sweat? You can answer their money nightmares

June's meeting for the East Midlands branch saw two excellent speakers, reports Gini Bolton CFPCM. Firstly, Mel Holman CFPCM, of Compliance and Training Services explained clearly what's needed for a 'good file' in terms of compliance ...
 Financial Planner Online4 days ago

What's the meaning of life? IFP president gets philosophical

IFP President Rebecca Taylor FIFP, CFPCM Today is my birthday and as I write this article maybe it's the heat in the room but I am feeling rather philosophical, thinking about clients, planning, the meaning of life and so on, writes IFP President ...
 Financial Planner Online4 days ago

'Challenging' IFP event was Wheeler fortune

I attended the CFPCM professionals' conference on 12th June 2014at Chesford Grange - a very worthwhile day: varied, challenging and fast moving, writes Jane Wheeler FIFP CFP CM . The day started with three technical sessions. The first was on the ...
 Financial Planner Online4 days ago

Leeds Branch plays host to leading Paraplanner trio

In June, we were very fortunate to have Gemma Siddle CFPCM, Joanna Hague CFPCM and Claire Goodwin APP as our distinguished and engaging panel of Paraplanners at our meeting, reports Leeds branch chairman Murray McEwan CFPCM. For many firms ...
 Financial Planner Online5 days ago

Could you be the first ever CFPCM Professional of the Year?

With over 1,000 CFP professionals now practicing the UK, have you got what it takes to become the IFP's CFP professional of the year 2014? This brand new award has very kindly been sponsored by Seven Investment Management. The award will ...
 Financial Planner Online1 month ago

What sessions should you attend at IFP Annual Conference?

Delegates at this year's IFP conference at Celtic Manor from 6 to 8 October have some tricky decisions to make about which sessions to attend. Pre-registration for sessions is a requirement and, with numerous optional sessions to choose from, it ...
 Financial Planner Online5 days ago All eyes turn to Celtic Manor for IFP annual conference  Financial Planner Online1 month ago IFP annual conference discount expires today  Financial Planner Online2 months ago

IFP Paraplanner Survey 2014 Results Revealed

For the fourth consecutive year, IFP has conducted its annual Paraplanner survey, designed to provide further insight into this important role in the Financial Planning profession. This year's survey attracted 79 responses, more than ever ...
 Financial Planner Online3 weeks ago

Huge industry shake-up and lesser face-to-face adviser role predicted

'Change your business or it will die' is the stark message to asset managers who have been told they must adapt to technology as the industry verges on a huge shake up in the coming decade. The authors of the KPMG Investing in the Future report ...
 Financial Planner Online1 month ago

FPSB meets in Istanbul for international gathering

Representatives from the 25 affiliates of Financial Planning Standards Board (FPSB) met for the bi-annual council meeting in Istanbul. President Rebecca Taylor FIFP, CFPCM and IFP CEO Steve Gazzard CFPCM represented the UK. The first key agenda ...
 Financial Planner Online1 month ago
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