Tuesday, 09 July 2013 10:00
IFP holds popular CPD session on practice management
The Institute of Financial Planning is holding its latest CPD session on practice management in London today.
This will cover issues such as fee-charging, business models, VAT and growing the business post-RDR.
Speakers include former IFP President Barry Horner CFPCM, Damien Rylett from Brunel Capital Partners and Lee Robertson from Investment Quorum.
These CPD sessions are new for 2013 and have been well-received by IFP members looking for a quick way to gain several hours of CPD.
The sessions, which each qualify for six hours of CPD, have been so popular that the IFP has added additional dates as sessions have sold out.
Sessions are themed around a certain topic and cover areas such as practice management, estate planning and retirement planning. They are a mix of presentations and interactive case study sessions.
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The sessions are suitable for Financial Planners and Paraplanners, particularly those preparing for CFPCM certification.
IFP members are required to complete 35 hours of CPD including 21 hours of structured CPD. For those who are CFPCM qualified, this increases to 50 hours of CPD including 21 hours of structured CPD.
The next sessions will be retirement planning in October, ethics and practice standards in November and investment planning in December.
Each workshop costs £125 for IFP members or £175 for non-members but discounts are available. Booking three sessions can save 20 per cent, four sessions saves 30 per cent and five sessions saves 40 per cent.
Visit http://www.financialplanning.org.uk/cpd-workshops for more information.
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This will cover issues such as fee-charging, business models, VAT and growing the business post-RDR.
Speakers include former IFP President Barry Horner CFPCM, Damien Rylett from Brunel Capital Partners and Lee Robertson from Investment Quorum.
These CPD sessions are new for 2013 and have been well-received by IFP members looking for a quick way to gain several hours of CPD.
The sessions, which each qualify for six hours of CPD, have been so popular that the IFP has added additional dates as sessions have sold out.
Sessions are themed around a certain topic and cover areas such as practice management, estate planning and retirement planning. They are a mix of presentations and interactive case study sessions.
{desktop}{/desktop}{mobile}{/mobile}
The sessions are suitable for Financial Planners and Paraplanners, particularly those preparing for CFPCM certification.
IFP members are required to complete 35 hours of CPD including 21 hours of structured CPD. For those who are CFPCM qualified, this increases to 50 hours of CPD including 21 hours of structured CPD.
The next sessions will be retirement planning in October, ethics and practice standards in November and investment planning in December.
Each workshop costs £125 for IFP members or £175 for non-members but discounts are available. Booking three sessions can save 20 per cent, four sessions saves 30 per cent and five sessions saves 40 per cent.
Visit http://www.financialplanning.org.uk/cpd-workshops for more information.
• 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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