Art and Science of Financial Planning workshop returns to Oxford Belfry
The biannual Art and Science of Financial Planning workshop returns on 28-29 June to the Oxford Belfry.
This workshop offers high level content to challenge your thinking so it’s ideally suited to experienced Financial Planners, CFPCM professionals and Fellows of the IFP.
US Financial Planner Elizabeth Jetton will be leading an in-depth keynote session. Elizabeth is a former president of the Financial Planning Association and is considered a thought leader within the profession.
Her session on ‘delivering exquisite ongoing client care and the annual review meeting’ focuses on the important but often overlooked area of monitoring the plan. You can be sure Elizabeth will inspire and you’ll come away with tools, systems and processes you can use in your practice.
Also confirmed is coach Seán Weafer who will show you how to create and manage client decisions. Sean will explain how to create a compelling client message and manage a client meeting through advanced language and questioning skills - leaving you in control and delivering even greater value for your client.
Other sessions will delve into topics covering both the ‘art and science’ of Financial Planning including the family office, the economy, philanthropy and more. Explorer Alan Chambers MBE will be speaking at the dinner after not long returning from another expedition to the North Pole so will have some amazing stories to share with delegates.