Delegates for the Financial Planning Standards Board are heading to Wales next week for their semi-annual council meeting. The meeting will be held at the Celtic Manor Resort, the same venue as the Institute of Financial Planning Annual Conference, from 15-19 October. This is the fourth time the UK has hosted the council meeting although the first time at the Celtic Manor. There are 24 member countries in the FPSB including Australia, India, Malaysia and the United States. Speaking at the meeting will be the Financial Services Authority who will inform delegates from abroad about the UK's RDR updates and the change from commission to fees.
Also speaking will be John Porteous CFPCM, head of wealth management at accountancy firm RSM Tenon. He will speak to delegates about the challenges and benefits of transitioning financial advisers into Financial Planners. Other topics will be CFP certification and the Integrated Financial Planning Course which aims to equip individuals and teams with the skills needed to deliver Financial Planning to clients. Outside of the technical sessions, the IFP will be taking delegates for a medieval banquet at a nearby historic castle to experience some Welsh culture. The last FPSB meeting was held in Dubai back in April and worked on introducing Financial Planning to the Middle East.
• 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.
Promote your vacancy to thousands of professionals on Financial Planning Jobs
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.