Friday, 19 July 2013 10:03
More sessions added for IFP Financial Planning programme
The popularity of the Integrated Financial Planning course has led to the Institute of Financial Planning running additional dates.
An extra session will now take place on 28-29 August in London and 10-11 September at the IFP's headquarters at One Redcliff St in Bristol.
This is as well as sessions on 6-7 August in Bristol, 9 -10 October in Bristol and 27-28 November in London.
The IFP also wants members to get in touch if they would like the course to be run in a different location as courses can held anywhere if there is sufficient demand.
The IFP can also run in-house programmes specifically for advisers and/ or Paraplanners.
The course costs £500 for IFP members and £650 for non-IFP members.
The aim of the Integrated Financial Planning programme is to help delegates understand the difference between financial advice and Financial Planning.
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The programme was launched by the IFP earlier this year to help financial advisers who were looking to transition to a Financial Planning service post-RDR.
Delegates gain an in-depth understanding of the Financial Planning process, develop advanced Financial Planning skills and confidence engaging with clients about Financial Planning.
Sue Whitbread, IFP communications director, said: "The feedback from delegates has been amazing and places book up very quickly indeed. Through this route, more and more professionals are being inspired and equipped to deliver an Integrated Financial Planning service for their clients, as well as gain the skills to attempt advanced level qualifications like CFPCM certification.
"It really seems to be providing the 'light bulb' moment that so many IFP members report when they first discover the Financial Planning process."
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An extra session will now take place on 28-29 August in London and 10-11 September at the IFP's headquarters at One Redcliff St in Bristol.
This is as well as sessions on 6-7 August in Bristol, 9 -10 October in Bristol and 27-28 November in London.
The IFP also wants members to get in touch if they would like the course to be run in a different location as courses can held anywhere if there is sufficient demand.
The IFP can also run in-house programmes specifically for advisers and/ or Paraplanners.
The course costs £500 for IFP members and £650 for non-IFP members.
The aim of the Integrated Financial Planning programme is to help delegates understand the difference between financial advice and Financial Planning.
{desktop}{/desktop}{mobile}{/mobile}
The programme was launched by the IFP earlier this year to help financial advisers who were looking to transition to a Financial Planning service post-RDR.
Delegates gain an in-depth understanding of the Financial Planning process, develop advanced Financial Planning skills and confidence engaging with clients about Financial Planning.
Sue Whitbread, IFP communications director, said: "The feedback from delegates has been amazing and places book up very quickly indeed. Through this route, more and more professionals are being inspired and equipped to deliver an Integrated Financial Planning service for their clients, as well as gain the skills to attempt advanced level qualifications like CFPCM certification.
"It really seems to be providing the 'light bulb' moment that so many IFP members report when they first discover the Financial Planning process."
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
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