The conference, which is an exclusive event for Accredited Financial Planning Firms
TM, follows a networking dinner the previous evening hosted by the CISI's Chief Executive Simon Culhane, Chartered FCSI and guest speaker Andrew McMillan, Principal at Engaging Service.
The Accredited Financial Planning Firms committee has been working with Sam Rees-Adams, CISI Head of External Accreditation, to develop the programme which meets the exacting standards that these firms expect.
Fresh from his headlining session at last year’s IFP conference, Andy Bounds is returning to give his tips to accredited firms on how these great firms can become even greater.
Rory Percival, Financial Conduct Authority Technical Specialist, will follow his well-received session at last year’s event with further insight into the latest regulatory developments. Speakers from the firms, including two past presidents of the IFP, will also be sharing their insight with fellow members in these popular planner-led sessions.
Those taking the stage in 2016 are: Neil Bailey CFP™ Chartered FCSI, Fortitude Financial Planning; Mark Brownridge CFP™ Chartered MCSI, Mazars Financial Planning; Keri Carter CFP™ Chartered MCSI, Broadway Financial Planning; Alan Dick CFP™ Chartered MCSI, Forty Two Financial Planning; Joss Harwood CFP™ Chartered MCSI, Eldon Financial Planning; Barry Horner CFP™ Chartered MCSI, Paradigm Norton Financial Planning; Marlene Outrim CFP™ Chartered FCSI, Uniq Family Wealth; Adam Webb, Mazars Financial Planning; Gordon Wilson CFP™ Chartered MCSI, Carbon Financial Partners.
Find out further details and book your place at the Accredited Financial Planning FirmsTM Conference