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Monday, 11 February 2013 10:52
IFP to hold first sold-out CPD workshop tomorrow
The Institute of Financial Planning will be holding its first sold-out CPD workshop on retirement planning tomorrow (12 February).
The all-day sessions, new for 2013, cover key topics for Financial Planners and Paraplanners.
Each session is worth six hours of structured CPD which makes it an easy way for Financial Planners and Paraplanners to meet the required 21 hours of CPD. Under the terms of their Statement of Professional Standing, Financial Planners must complete 35 hours of CPD each year, including 21 hours of structured CPD. If a Financial Planner is a CFPCM professional or Fellow of the IFP, this increases to 50 hours per year.
The morning of the sessions will focus on technical knowledge while the afternoon will be used for application and consideration of case studies, focusing on skills required to deliver Financial Planning.
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The IFP says the sessions are also ideal for those preparing for CFPCM exams as the learning outcomes are designed to meet the CFPCM standards.
Further sessions will be held on 30 April on ethics and practice standards, 26 June on estate planning, 9 July on practice management and 10 December on investment planning and asset management. All are held in London.
One workshop costs £125 for IFP members or £175 for non-members. However, there are discounts for multiple booking of 10 per cent for two workshops, 20 per cent for three, 30 per cent for four and 40 per cent for five workshops.
For more information visit the IFP website at http://www.financialplanning.org.uk/cpd-workshops
The all-day sessions, new for 2013, cover key topics for Financial Planners and Paraplanners.
Each session is worth six hours of structured CPD which makes it an easy way for Financial Planners and Paraplanners to meet the required 21 hours of CPD. Under the terms of their Statement of Professional Standing, Financial Planners must complete 35 hours of CPD each year, including 21 hours of structured CPD. If a Financial Planner is a CFPCM professional or Fellow of the IFP, this increases to 50 hours per year.
The morning of the sessions will focus on technical knowledge while the afternoon will be used for application and consideration of case studies, focusing on skills required to deliver Financial Planning.
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The IFP says the sessions are also ideal for those preparing for CFPCM exams as the learning outcomes are designed to meet the CFPCM standards.
Further sessions will be held on 30 April on ethics and practice standards, 26 June on estate planning, 9 July on practice management and 10 December on investment planning and asset management. All are held in London.
One workshop costs £125 for IFP members or £175 for non-members. However, there are discounts for multiple booking of 10 per cent for two workshops, 20 per cent for three, 30 per cent for four and 40 per cent for five workshops.
For more information visit the IFP website at http://www.financialplanning.org.uk/cpd-workshops
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