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Supporting Professionalismin Financial ServicesSince our launch in 2003, we have been workingwith financial planning firms, supporting them in thetransition of their businesses.

In continuing to encourage the development offirms, threesixty deliver regular, regional, businessnetworking workshops for principals, assisting themin developing their businesses. One to one clinics arealso available where follow-up is required.

In addition, threesixty provides regular interactiveworkshops for all advisers concentrating on topicalregulatory issues and technical matters,contributing to advisers’ ongoing ContinuingProfessional Development.

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IFP Branch Programme:Layout 1 15/11/2010 12:00 Page 1

Supporting Professionalismin Financial ServicesSince our launch in 2003, we have been workingwith financial planning firms, supporting them in thetransition of their businesses.

In continuing to encourage the development offirms, threesixty deliver regular, regional, businessnetworking workshops for principals, assisting themin developing their businesses. One to one clinics arealso available where follow-up is required.

In addition, threesixty provides regular interactiveworkshops for all advisers concentrating on topicalregulatory issues and technical matters,contributing to advisers’ ongoing ContinuingProfessional Development.

If you would like to find out more about threesixtyand the full range of services available, includingcompliance, technical and training support pleasecall:

or visit: www.threesixtyservices.co.uk

threesixty services LLPEden Point, Three Acres Lane, Cheadle Hulme, Cheshire, SK8 6RLTelephone Number: 08707 360 360 www.threesixtyservices.co.uk

08707 360 360

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IFP Branch Programme:Layout 1 15/11/2010 12:00 Page 1

IFP branch Programme 2011 | 3

Welcome

Welcome to the regional programme of events for 2011. Please take some time to look through this to help plan your year, and don’t forget that whilst we know

you like to support your local branch, you can also attend any meeting nationally.

I would like to start off by thanking the branch chairs and staff at the IFP for the hard work that goes into putting together a branch programme for you. The branch meetings are where we can spend quality time with our fellow planners and gain knowledge from their success stories, as well as their practical mistakes. It is also a logical place to find like minded people to form groups to create and share ideas as well as form friendships so that when you need to pick up the phone or meet for a coffee to talk something through, there is a community there ready and willing to help.

Whilst there is value enough in these meetings, there are a wide range of speakers available sharing their knowledge with you and providing you with the opportunity to ask those questions you maybe don’t get the chance to at larger events. They also go towards your CPD credits!

The IFP is famous for its friendly and sharing attitude, support your local branch and become the next generation of planners to continue this tradition.

Rebecca Taylor FIFP, CFPCM Chairman of Membership Committee

Meetings in your areaTo enable you to easily see what is happening near you, regional meetings can be found on the page numbers below:

Midlands

Birmingham 8Cotswolds 12East Midlands 14

East

East Anglia 13Essex 15Kent & Sussex 15

West

Bath 7Bristol 9South Wales 24South West 24

London & South

Central Southern England 10London 18Northern Home Counties 21Surrey 25Thames Valley 26

Scotland & Northern Ireland

Northern Ireland 21Scotland 22

North England Page

Chester & North Wales 11 Lancashire & Cumbria 16Leeds 17Manchester 19North East 20

4 | IFP scottIsh conFerence 094 | IFP branch Programme 2011

ifp events calendar

3 March5 May30 June3 - 5 October14 - 15 November1 December

15 February

24 May

7 June

16 June

21 June

One day conference

One day conference

Ethics conference

Annual conference

Scottish conference & dinner

One day conference

North

South East

Midlands

Newport

Edinburgh

South West

Aimed at more recently qualified CFPCM professionals or those who could use some expert help, these workshops will help you to integrate Financial Planning principles, processes and techniques into your business in a practical way.

A new and exclusive event for Paraplanners.

A new and exclusive event for CFPCM professionals.

Aimed at more recently qualified CFPCM professionals or those who could use some expert help, these workshops will help you to integrate Financial Planning principles, processes and techniques into your business in a practical way.

An exclusive event for Fellows of the IFP to meet and share information at the highest level.

Conferences

Other Events

Best Practice w/s

Paraplanner Focus Day

CFPCM Focus Day

Best Practice w/s

Fellows Day

South

TBA

TBA

North

Midlands

Visit the IFP Events Calendar at www.financialplanning.org.uk for details of all events,

training courses and branch meetings. Please note that the IFP reserves the right to amend

or cancel any event or event times and dates. This includes changes to speakers, content

and programme.

4 | IFP branch Programme 2011 IFP scottIsh conFerence 09 | 5IFP branch Programme 2011 | 5

branch meetings at a glance

Bristol 19 January

9 February

16 March

27 April

18 May

22 June

21 September

16 November

7 December

East Midlands 27 January

24 March

26 May

22 September

24 November

Birmingham 10 February

15 March

21 June

22 September

23 November

Cotswolds 20 January

17 February

29 March

4 May

25 August

29 September

20 October

30 November

Branch Branch Meetings Overview

Bath 20 January

17 February

28 April

26 May

22 September

20 October

24 November

Central Southern England

11 January

15 March

10 May

12 July

18 October

29 November

East Anglia 19 January

16 February

16 March

11 May

23 June

13 July

28 September

12 October

16 November

Essex 20 January

10 March

12 May

14 July

15 September

10 November

Kent & Sussex 27 January

17 February

7 April

9 June

7 July

22 September

10 November

1 December

Chester & North Wales

27 January

24 February

24 March

26 May

23 June

22 September

20 October

24 November

Lancashire & Cumbria 20 January

17 February

17 March

21 April

19 May

15 September

20 October

17 November

6 | IFP branch Programme 2011

branch meetings at a glance contd


Northern Home Counties

26 January

30 March

27 April

25 May

27 July

30 November

London 1 November

6 December

18 January

1 February

1 March

5 April

3 May

7 June

5 July

6 September

Manchester 20 January

24 February

17 March

19 May

23 June

15 September

13 October

17 November

TBC December

North East 19 January

16 February

16 March

18 May

18 June

21 September

16 November

Northern Ireland 26 January

23 February

9 March

23 March

20 April

26 May

22 June

7 September

12 October

16 November

TBC December

Leeds 18 January

15 February

15 March

17 May

21 June

20 September

18 October

15 November

Scotland 21 January

24 January

7 February

21 February

24 February

14 March

18 March

28 April

20 May

13 June

23 June

27 June

4 July

15 July

25 August

16 September

17 October

27 October

18 November

15 December

South Wales 8 February

9 March

12 May

7 June

7 September

10 November

South West 26 January

23 March

18 May

20 July

21 September

23 November

6 | IFP branch Programme 2011 IFP branch Programme 2011 | 7

branch meetings at a glance contd


Thames Valley 12 January

9 February

9 March

13 April

11 May

8 June

7 September

12 October

9 November

Surrey 25 January

1 March

4 May

5 July

11 October

8 November

Thurs 20 Jan 17.00Gap Filling for Financial Planners – A world away from the CIINick Cann CFPCM, IFP

Thurs 17 Feb 17.00Understanding structured investments: and why intelligent advisers rarely see intelligent structured products Chris Taylor, Incapital Europe

Thurs 28 Apr 17.00Moments of truth - How to build exceptional relationships with clients, prospects and introducers John Pittham, Clients First

Thurs 26 May 17.00Passive is a tool, not a religion David Harris & Nick Blake, Vanguard Investments UK Ltd

Thurs 22 Sep 17.00Ethics workshop Branch discussion

Thurs 20 Oct 17.00Adviser charging: the impact from planners’ and clients’ perspectives Stuart Podmore & Robert Worthington, JPMorgan Asset Mangement

Thurs 24 Nov 17.00Marketing your business Abbie Tanner, A Business Innovation

Bath

Chairman: Andrew Page CFPCM

Company: Ashcourt Rowan Financial PlanningTelephone: 01225 475359 Mobile: 07841 430052 Email: [email protected]: 2 Queen Square, Bath, BA1 2HD

Dates and times are correct at time of going to press but are subject to change. Please check the IFP website to confirm venues, dates and programme nearer the time: www.financialplanning.org.uk

Attendance at branch meetings will be accredited with 1.5 CPD points per hour under the IFP CPD scheme. Attendance of branch meetings and accumulating CPD points will not only ensure your skills, knowledge and professionalism are

up to date but it will also serve to remind customers that their IFP membership indicates a planner who is committed to maintaining the highest standards.


Thurs 10 Feb 12.30Choosing a private banking partner – can Financial Planners and a private bank work together?Graeme Price, UBS and Adam Young, Dragonfly Financial PlanningThe history and economics of stock market crashesDr Paul Kaplan, Morningstar

Tues 15 Mar 12.30Ethics for Financial PlannersPhil Billingham CFPCM, threesixty services llpWhy top practices are focused on the client experienceBrett Davidson, FP Advance

Tues 21 Jun 12.30Fixed income: will bonds ever be boring again?John Pattullo, Henderson Global InvestorsThe wheel of life - A powerful tool for holistic discovery meetingsBrian Sweeney CFPCM, Babecs Consultancy Ltd

Thurs 22 Sep 12.30Passive is a tool, not a religionNick Blake, Vanguard Investments UK LtdBest practice ideasSpeaker: TBC

Weds 23 Nov 12.30Adviser charging and positioningPhillip Saunders, Zurich Intermediary GroupMaking complex simple David Jones, Dimensional Fund Advisors

Birmingham

Chairman: Ian Smith CFPCM

Company: Central Financial Planning LtdTelephone: 0845 0066 204 Email: [email protected]: Hogarths Hotel, Four Ashes Road, Dorridge, Solihull B93 8QE

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Weds 19 Jan 16.00Economic and market outlook for 2011Close Asset Management

Weds 9 Feb 16.00How to do a proper fact findPaul Armson, Alternative Financial Advisers

Weds 16 Mar 16.00Effective communication skills for Financial Planners Robert Worthington, JPMorgan Asset Management

Weds 27 Apr 16.00Debate – This house believes Financial Planning requires a cashflow forecastFor – Jane Wheeler FIFP, CFPCM, Direction Financial PlanningAgainst – Danny Cox CFPCM, Hargreaves Lansdown

Weds 18 May 16.00Building profitable practices faster John Porteous CFPCM, Macquarie Banking & Financial Services (UK)

Weds 22 Jun 16.00Legal update for Financial PlannersPartners of Clarke Willmott Solicitors

Weds 21 Sep 16.00The five key issues facing the Financial Planning profession and what to do about themPhil Billingham CFPCM, threesixty services llp

Weds 16 Nov 16.00Powerful and insightful questioningPaula Kerr, Executive Coach and Leadership Consultant

Weds 7 Dec 16.00Branch roundtable discussion – content to be agreed by members throughout the year.

Bristol

Chairman: Damien Rylett Company: Chartwell Private ClientTelephone: 0117 9491 111 Email: [email protected]: Clarke Willmott, 1 Georges Square, Bristol BS1 6BA

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Tues 11 Jan 13.00Building a robust investment processDue diligence on investmentsSpeaker: TBC

Tues 15 Mar 13.00Quantifying client risk – How do you do it?Marketing your business – In-house or consultant?Speaker: TBC

Tues 10 May 13.00Ethics – What you should know and be doingSpeaker: TBC

Tues 12 July 13.00Small is decidedly ugly – Should planners build co-operatives like a law or accountancy practice?Buying and selling a Financial Planning firmSpeaker: TBC

Tues 18 Oct 13.00Life Planning and Cash Flow ModellingIt’s all about the soft stuffSpeaker: TBC

Tues 29 Nov 13.00RDR – Are you ready with a year to go?Speaker: TBC


Central Southern England

Chairman: Ben Rouse CFPCM

Company: Rouse LimitedTelephone: 01983 535 740 Email: [email protected]: Hotel Terravina, 174 Woodlands Road, Netley Marsh, Southampton SO40 7GL

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At the time of going to print final details for the above meetings had not been finalised. For full, up to date and accurate information please refer to the IFP website www.financialplanning.org.uk


Thurs 27 Jan 14.00 - 17.00Adding value in 2011 Julie Lord FIFP, CFPCM, Bluefin Wealth ManagementNews from Whitefriars Steve Gazzard, IFP

Thurs 24 Feb 14.00 - 17.00Why do individuals behave as they do?Richard Shepherd, MetlifeThe wheel of lifeBrian Sweeney CFPCM, Babecs Consultancy Ltd

Thurs 24 Mar 14.00 - 17.00A budget response for Financial PlannersJohn Makin, AXA WealthSIPP developments and topical issuesClaire Brooks, Suffolk Life

Thurs 26 May 14.00 - 17.00Where is your business today?Duncan Sinclair, Zurich Intermediary Group Integrating a Paraplanner into your businessMartin Vaughan CFPCM, Paragon Paraplanning

Thurs 23 Jun 14.00 - 17.00Passive is a tool not a religionJoe Mahmood, Vanguard Investments UK LtdFinancial Planning Week and how to make it a successChester and North Wales Branch Members

Thurs 22 Sep 14.00 - 17.00Overcoming problems using a SIPPMartin Batchelor, @sippTopic: TBCSpeaker: TBC

Thurs 20 Oct 14.00 - 17.00Building a profitable practice fasterJohn Porteous CFPCM, Macquarie Banking & Financial Services (UK)My Financial Planning practiceRebecca Taylor FIFP, CFPCM, Dunham Financial Services Ltd

Thurs 24 Nov 14.00 – 17.00Planning opportunities for 2012John Makin, AXA Wealth

Chester & North Wales

Chairman: John Fachiri CFPCM

Company: John Fachiri LtdTelephone: 0151 342 8508 Email: [email protected]: Craxton Wood Hotel, Parkgate Road, Ledsham, Nr Chester, CH66 9PB


Thurs 20 Jan 13.00Zurich Assurance Ltd OfficesAn introduction and guide to public speakingEmma Henley Davis, Zurich AssurancePlanning with a Paraplanner: The perfect propositionMarlene Shalton FIFP, CFPCM, Bluefin Wealth Management

Thurs 17 Feb 18.00 The George HotelA case study approach towards CFPCM certification Steve Kirby CFPCM, FP Consulting

Tues 29 Mar 13:00Zurich Assurance Ltd OfficesEthics – A case studyPhil Billingham CFPCM, threesixty services llp

Weds 4 May 18.00The George HotelPassive v Active – The case for and against eachHortense Bioy, Morningstar

Thurs 25 Aug 18.00The George HotelLifetime cash flowNeil Bailey FIFP, CFPCM, Fortitude Financial Planning

Thurs 29 Sep 13.00Zurich Assurance Ltd OfficesRDR – An updateSpeaker: TBC RDR qualification gap fillingLucy Courtenay, IFP Thurs 20 Oct 18.00The George HotelEthical capitalism? Mark Arthurs, SWIP

Weds 30 Nov 13.00Zurich Assurance Ltd OfficesDiscussion session around “Ethics in business” Gareth Fatchett, Regulatory Legal LLP

Cotswolds

Chairman: Steve Kirby CFPCM Company: FP Consulting LtdTelephone: 01905 612 944 Email: [email protected]: Afternoon Meetings: Zurich Assurance Ltd Offices at Bishop Cleeve, Cheltenham, Gloucestershire GL52 8XX Evening Meetings: The George Hotel,1 St George’s Road, Cheltenham GL50 3DZ.

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East Anglia

Co-chairman: Chris Adams CFPCM

Company: N W Brown & Company LtdTelephone: 01223 357 131 Email: [email protected]

Weds 19 Jan 18.30Trends and turning points that transcend global boundariesAndrew Thompson, Sarasin

Weds 16 Feb 18.30Rising to the challenge – If we build it, will they come?Neil Bailey FIFP, CFPCM, Fortitude Financial Planning

Weds 16 Mar 18.30The good, the bad and the complicated of pension reforms Claire Brooks, Suffolk Life

Weds 11 May 18.30The four pillars of investing Andrew Cracknell, Frontier Capital Management llp

Thurs 23 Jun 18.30How to market your Financial Planning businessRebecca Taylor FIFP, CFPCM, Dunham Financial Services

Weds 13 Jul 18.30The compliance challenge – an overview of topical issuesRussell Facer, threesixty services llp

Weds 28 Sep 18.30Values Based Financial PlanningAndy Jervis CFPCM, Chesterton House Financial Planning

Weds 12 Oct 18.30Effective Paraplanning – ideas for making your Paraplanning productive Martin Vaughan CFPCM, Paragon Paraplanning

Weds 16 Nov 18.30Wraps can play a big part in building a new business model Malcolm Murray, Transact

Co-chairman: Duncan Hannay Robertson, CFPCM

Company: Taylor Vinters Solicitors Telephone: 01223 225 234 Email: [email protected] Venue: N W Brown & Company Ltd , Richmond House, 16-20 Regent Street, Cambridge CB2 1DB


Thurs 27 Jan 13.00 – 16.30The five key issues facing the Financial Planning profession and what to do about them Phil Billingham CFPCM, threesixty services llpSIPP’s and the impending changesClaire Brooks, Suffolk Life

Thurs 24 Mar 13.00 – 16.30Planning with Paraplanners: the perfect propositionMarlene Shalton FIFP, CFPCM, Bluefin Wealth ManagementBenefits of IFP membership Tony Larkins CFPCM, Beacon Wealth Management

Thurs 26 May 13.00 – 16.30 How to use ETF’s to set up a well diversified and asset allocation? John Craven, Société Générale / Lyxor Top tips and strategies for marketing your Financial Planning business Abbie Tanner, A Business Innovation

Thurs 22 Sep 13.00 – 16.30Looking back and moving on…Emma Davidson, Citi Delivering value to clientsSpeaker: TBC

Thurs 24 Nov 13.00 – 16.30WRAPS can play a big part in building a new business model Malcolm F Murray, TransactIndependent advice: understanding and recommending investment trustsStuart Podmore, JPMorgan Asset Management

East Midlands

Chairman: Tony Larkins CFPCM

Company: Beacon Wealth Management LtdTelephone: 01480 869 466 Email: [email protected]: Holiday Inn, Thorpe Wood, Peterborough PE3 6SG

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Essex

Chairman: Adrian Quick CFPCM

Company: HLS Financial PlanningTelephone: 01277 656595 Email: [email protected]: Greenwoods Hotel & Spa, Stock Road, Stock, Essex CM4 9BE

Thurs 20 Jan 10.00 – 12.00Topic: TBC Speaker: TBC - Brooks Macdonald Asset Management 6 years of transitioning our business, warts and allNick Bamford, Informed Choice Ltd

Thurs 10 Mar 10.00 – 12.00How to do a fact find that leads to a Financial Planning experience, not a transactionPaul Armson, Alternative Financial Advisers

Thurs 12 May 10.00 – 12.00Topic: TBCBrett Davidson, FP Advance

Thurs 14 Jul 10.00 – 12.00Best PracticeAndrew Brook–Dobson CFPCM, Brook–Dobson Brear

Thurs 15 Sep 10.00 – 12.00Cashflow modelling – The key to Financial Planning & wealth managementSpeaker: TBC

Thurs 10 Nov 10.00 – 12.00RDR – What still needs doing? Including round table discussion Phil Billingham CFPCM, threesixty services llp

Kent & Sussex

Chairman: Lance Baron CFPCM

Company: Tucana Financial PlanningTelephone: 01435 898 004 Email: [email protected]: Ramada Jarvis Hotel, 8 Tonbridge Road, Pembury, Tunbridge Wells TN2 4QL

Thurs 27 Jan 16.30 RDR & knowledgeLucy Courtenay, IFPBehave yourself! Stopping clients doing dumb thingsGlyn Jones & Nick Blake, Vanguard Investments UK Ltd

Thurs 17 Feb 17.45Topic: TBCChris Macdonald, Brooks Macdonald

Thurs 7 Apr 16.00Practical planning opportunities post budget Speaker: TBC, AXA Technical Managing relationships – How deep do you wish to go?Roland Rawicz-Szczerbo, Time4Advice

Thurs 9 Jun 17.45Building an effective business model to thrive in a post RDR world John Porteous CFPCM, Macquarie Banking & Financial Services (UK) Thurs 7 Jul 16.00Current threats and opportunities in Financial PlanningSpeaker: TBC, AXA TechnicalExploring business ethics for the futureRobert Worthington, JP Morgan Asset Management

Thurs 22 Sep 17.45Seven habits of highly ineffective advisers – the sequelNick French, Russell Investments

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Kent & Sussex contd.

Thurs 10 Nov 16.00Current threats & opportunities in Financial PlanningAXA Technical Ethics workshopRound table discussion

Thurs 1 Dec 19.00Annual branch dinner

Thurs 20 Jan 14.00 Tax planning solutions (including VCT, EIS & IHT Mitigation)Struan Dott, Downing Corporate FinanceEra of higher taxation – effects, causes and solutions for Financial PlannersIan Black, Zurich Financial Services

Thurs 17 Feb 12.30Cashflow modellingBob Freeman, VoyantUnlock value by integrating your investment proposition to your business modelPhilip Martin, Thames River Their clients pay them what?! (The secrets of advisers who are capable of generating fees of £5,000 to £10,000 per client… year in, year out!) David Scarlett, The Adviser Gym

Thurs 17 Mar 12.30Cashflow modelling - Is it essential, or a waste of time?Round table discussion Role of ETFs within asset allocation Pollyanna Rhodes, iShares UK IntermediariesSix steps to financial heaven – examination of the issues and implications of the six stages of Financial PlanningMarlene Shalton FIFP, CFPCM, Bluefin Wealth Management

Thurs 21 Apr 14.00Making complex simple – The ability to communicate complex ideas in a simple, straightforward manner David Jones, Dimensional Fund AdvisorsPost RDR - What can you do and still be independent?Tom Sheridan, Seven Investment Management

Thurs 19 May 12.30CFPCM certification case study preparationWorkshopAdviser chargingPhilip Saunders, Zurich Intermediary Group Ltd Passive is a tool, not a religion Joe Mahmood, Vanguard Investments UK Ltd

Thurs 15 Sep 12.30RDR - Where are we – what do we need to do?Workshop High dividend selection – creating an incomePaul Bowen, Pictet The wheel of life – A powerful tool for holistic discovery meetingsBrian Sweeney CFPCM, Babecs Consultancy Ltd

Thurs 20 Oct 12.30Ethics workshopRound table discussionThe end of product: Don’t get caught between the devil and the deep blue seaGuy Myles, Octopus Investments Tax planning for wealthy individuals & entrepreneursAndy Wood, Grant Thornton

Lancashire and Cumbria

Chairman: Paul Jones CFPCM

Company: Mackenzie Financial PlanningTelephone: 0161 763 1950 Email: [email protected]: Tickled Trout Hotel, Preston New Road, Preston PR5 0UJ


Lancashire and Cumbria contd.

Thurs 17 Nov 12.30Implementing a client centric charging structure post RDRRound table discussionTrusts - current issues and tax treatment David Ingram, threesixty services llp Hedge funds: Past, present & future Michael Azlen CFPCM, Frontier Capital Management

Tues 18 Jan 17.00Branch round table discussion: Risk profiling – How do you do itSpeaker: TBC

Tues 15 Feb 17.00Inspirational leadershipRob Northfield

Tues 15 Mar 17.00Ethics workshop: Investment portfolio constructionGroup Discussion

Tues 17 May 17.00RDR preparation: qualification gap fill workshop – What have you got to do?Lucy Courtenay, IFPTBC: Cll

Tues 21 Jun 17.00Debate - This house believes Financial Planning requires a cashflow Danny Cox CFPCM, Hargreaves Lansdown Neil Bailey FIFP, CFPCM, Fortitude Financial Planning

Tues 20 Sep 17.00Ethics workshop: Ethics in day to day Financial Planning Group discussion

Tues 18 Oct 17.00How to build a bigger, better, more profitable Financial Planning practiceMark Tibergien, Pershing Securities (TBC)

Tues 15 Nov 17:00Branch group discussion “RDR - What still needs doing?”

Leeds

Chairman: Andrew Brook-Dobson CFPCM

Company: Brook-Dobson Brear LimitedTelephone: 01423 877 280 Email: [email protected]: The Maurice Paynel Suite, The Chambers, 30 Park Place, Leeds, LS1 2SP

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London

Chairman: Dennis Hall Company: Yellowtail Financial Planning LimitedTelephone: 0207 933 8671 Email: [email protected]: UBS, 1 Finsbury Avenue, London EC2M 2PP

Tues 18 Jan 18.00 for 18.30 Fearless referralsMatt Anderson, The Referral Authority

Tues 1 Feb 18.00 for 18.30Marketing & communication strategies for your business in 2011Abbie Tanner, A Business Innovation

Tues 1 Mar 18.00 for 18.30Choosing a private banking partnerGraeme Price, UBS and Adam Young, Dragonfly Financial Planning

Tue 5 Apr 18.00 for 18.30Dealing with ‘black swans’Tom Sheridan, Seven Investment Management

Tue 3 May 18.00 for 18.30Charitable giving as a lifestyle decision for your clientsProf. Paul Palmer, Cass Business School

Tue 7 Jun 18.00 for 18.30Working with the media and creating good copyVarious journalists and broadcasters

Tue 5 Jul 18.00 for 18.30Behavioural FinanceNick Blake, Vanguard Investments UK Ltd

Tue 6 Sep 18.00 for 18.30Absolute return investing - a valuable portfolio addition or the devil’s work?Christopher Peel, BlackSquare

Tue 1 Nov 18.00 for 18.30Lending as a Financial Planning tool Graeme Price, UBS

Tue 6 Dec 18.00 for 18.30TBC – Social Event

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Thurs 20 Jan 14.00I am a CFPCM professional, am Chartered, hold the IMC and charge fees. The RDR doesn’t affect me! Brian Sweeney CFPCM, Babecs Consultancy Ltd

Thurs 24 Feb 14.00I have the perfect business I just don’t have enough of the perfect clientsPaul Armson, Alternative Financial Advisers

Thurs 17 Mar 14.00Life planning and inspiring clients to take action George Kinder CFP®

Thurs 19 May 14.00Attracting your target clients is a science not an art form Andrew Brook-Dobson CFPCM, Brook-Dobson Brear

Thurs 23 Jun 14.00Ethical workshopPaul Higson, Centric Wealth Management Limited

Thurs 15 Sep 14.00Cashflow planning is integral to Financial PlanningNeil Bailey FIFP, CFPCM, Fortitude Financial Planning

Thurs 13 Oct 14.00Six challenges facing the IFA profession, and what to do about themPhil Billingham CFPCM, threesixty services llp

Thurs 17 Nov 14.00The one page planning and performance systemJohn Dashfield, Dashfield Coaching & Development

Date: TBC (Dec) Time: TBCDecember Christmas night out

Manchester

Chairman: Steve Martin CFPCM

Company: Smart Financial Planning LimitedTelephone: 0844 8246990 Email: [email protected]: Hilton Manchester Airport Hotel, Manchester Airport, Outwood Lane, Ringway, Manchester M90 4WP


Wed 19 Jan 17.30Building your practice on your beliefs and values Bev Bookless

Wed 16 Feb 17.30 Topic: TBCSpeaker: TBC

Wed 16 Mar 17.30Practical Portfolio ConstructionTim Hale, Albion Strategic Consulting

Wed 18 May Time: TBCTopic: TBCSpeaker: TBC

Sat 18 Jun Time: TBCTopic: TBCSpeaker: TBC

Wed 21 Sep Time: TBCTopic: TBCSpeaker: TBC

Wed 16 Nov Time: TBCTopic: TBCSpeaker: TBC

North East

Chairman: James ClancyCompany: Access Wealth ManagementTelephone: 01661 853838 Email: [email protected]: Copthorne Hotel (Newcastle), The Close, Quayside, Newcastle-upon-Tyne NE1 3RT

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Weds 26 Jan 14.15 Adding value and reducing reliance on products Simon Davies, Access Success UK residential property investmentSara Wild, Grant Management

Weds 30 Mar 14.15 Communication skills – Why people communicate differentlySteve Adamson, Transformation ConsultingGlobal megatrends – Niche areas adding investment valueEmma Stenzel, Pictet

Weds 27 Apr 14.15The adviser as alphaMatthew Abouzeid, Vanguard Investments UK LtdMoments of Truth Jon Pittham, Clientsfirst Ltd

Weds 25 May 14.15Putting Values Based Financial Planning into practiceAndy Jervis CFPCM, Chesterton House Financial Planning

Weds 27 Jul 14.15Time for a new relationship with the consumer?David Ferguson, Nucleus

Weds 30 Nov 14.15Managed futures a true portfolio diversifierAndrew Cracknell, Frontier Capital Management

Northern Home Counties

Chairman: Chris Bowmer CFPCM

Company: Fortitude Financial PlanningTelephone: 01327 354321 Email: [email protected]: Hilton Hotel, Timbold Drive, Kents Hill Park, Milton Keynes, MK7 6HL

Weds 26 Jan 12.00 - 14.00Update on changes to pensions and taxation of investment vehiclesGerry Brown, Prudential

Weds 23 Feb 12.00 – 14.00Technical session on SIPPs & SASSsNathan Bridgeman, Talbot & Muir

Weds 9 Mar* 13.00 to 17.00Where is your business todayEmma Henley-Davies, Zurich Intermediary Group Ltd

Weds 23 Mar* 18.00Technical session on business protectionBright Grey

Weds 20 Apr 12.00 - 14.00Fearless referralsMatt Anderson, The Referral Authority

Thurs 26 May* 9.00 - 17.00Investment conference, covering structured products, ETF’s, investment trustsSpeaker: various

Northern Ireland

Chairman: Robert Stevenson CFPCM

Company: SRG Financial ManagementTelephone: 02825 640 919 Email: [email protected]: Davy Ireland offices, 7 Donegall Square, North Belfast, BT1 5GB


Northern Ireland contd.

Weds 22 Jun* 9.30 – 13.00How to manage initial meetings with prospective clientsPaul Etheridge FIFP, CFPCM, Prestwood Group

Wed 7 Sep 12.00 – 14.00The wheel of lifeBrian Sweeney CFPCM, Babecs Consultancy Ltd

Weds 12 Oct 12.00 – 14.00Making complex simpleDavid Jones, Dimensional Fund Advisors

Weds 16 Nov 12.00 - 14.00 One page propositionPhil Saunders, Zurich Intermediary Group Ltd

Date: December 19.30Christmas eveningSpeaker: TBA

* Please note: These meetings will be held in the Dunsilly Hotel, Antrim

•9March2011 •23March2011 •26May2011 •22June2011

Fri 21 Jan 9.00 – 12.30Gap filling and level 4 support: TaxationSpeaker: TBCCity: Edinburgh

Mon 24 Jan 10.30 – 13.30Technical - IndexingFundamental Case study one (1 of 2)Speaker: TBC Soft skills – mindmappingSpeaker: TBC City: Glasgow

Mon 7 Feb 10.30 – 13.30Tech - TBCSpeaker - TBCCase study one (2 of 2)Speaker - TBC Soft skills – common mistakes we don’t realise we makeSpeaker: TBCCity: Glasgow

Mon 21 Feb 16.00 – 18.00Topic: TBCSpeaker: TBC City: Aberdeen

Thurs 24 Feb 15.00 – 17.00GF & L4 support: Case study one (1 of 2)Option to take Diploma exam paperSpeaker: TBC City: Edinburgh

Scotland

Chairman: Stephen Walters CFPCM

Company: Walters & ShekTelephone: 0131 208 0282 Email: [email protected]: Various, check branch invite and IFP website for details

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Scotland contd.

Mon 14 Mar 9.30 – 16.30Two stream development day: for business owners and ParaplannersSpeaker: TBCCity: Glasgow

Fri 18 Mar 9.00 – 12.30GF & L4 support: ethics and regulationSpeaker: TBCCity: Edinburgh

Thurs 28 Apr 15.00 – 17.00GF & L4 support: Case study one (2 of 2)Option to take Diploma exam paperSpeaker: TBCCity: Edinburgh

Fri 20 May 9.00 – 12.30GF & L4 support: Investment principles & riskSpeaker: TBCCity: Edinburgh

Mon 13 Jun 16.00 – 18.00Topic: TBCSpeaker: TBCCity: Aberdeen

Thurs 23 Jun 15.00 – 17.00GF & L4 support: Case study two (1 of 2)Option to take Diploma exam paperSpeaker: TBCCity: Edinburgh Mon 27 Jun 10.30 – 13.30Tech - TBCSpeaker: TBCCase study two (1 of 2)Speaker: TBC Soft skills: are we getting the full picture?City: Glasgow

Mon 4 Jul 10.30 – 13.30Tech - TBCSpeaker: TBCCase study two (2 of 2)Speaker: TBC Soft skills: How we run our business and make it workCity: Glasgow

Fri 15 Jul 9.00 – 12.30Gap filling & Level 4 support: Pensions and retirement planningSpeaker: TBCCity: Edinburgh

Thurs 25 Aug 15.00 – 17.00GF & L4: Case study two (2 of 2)Option to take Diploma exam paperSpeaker: TBCCity: Edinburgh

Fri 16 Sept 9.00 – 12.30GF & L4: Financial protectionSpeaker: TBCCity: Edinburgh

Mon 17 Oct 16.00 – 18.00Topic: TBCSpeaker: TBCCity: Aberdeen

Thurs 27 Oct 15.00 – 17.00GF & L4 support: Case study three (1 of 2)Option to take Diploma examSpeaker: TBCCity: Edinburgh

Fri 18 Nov 9.00 – 12.30GF & L4 support: Application of professional financial adviceSpeaker: TBCCity: Edinburgh

Thurs 15 Dec 15.00 – 17.00GF & L4 support: Case study three (2 of 2)Option to take Diploma exam paperSpeaker: TBCCity: Edinburgh

Tues 8 Feb 8.30 Business development & ethics

Weds 9 Mar 8.30 Marketing & PR

Thurs 12 May 8.30 Technology & social media

Tues 7 June Half Day EventInvestment forum – Investing for income

Weds 7 Sept 08.30 Investments (technical update)

Thurs 10 Nov 8.30 Outsourcing – The future of Financial Planning

South Wales

Chairman: Gareth Tregidon CFPCM Company: Bevan & Buckland Telephone: 01792 410115 or 07725 021164 Email: [email protected]: Bluefin Wealth Management, 7th Floor Helmont House, Churchill Way, Cardiff CF10 3NB

Weds 26 Jan 18.00 – 20.00Understanding structured investments: and why intelligent advisers rarely see intelligent structured productsChris Taylor, InCapital Weds 23 Mar 18.00 – 20.00Behave yourself! Stopping your client doing dumb things.Nick Blake and David Harris, Vanguard Investments UK Ltd

Weds 18 May 18.00 – 20.00Private Banking as an additional business segmentAdam Young, Dragonfly Financial Planning and Graeme Price, UBS

Weds 20 Jul 18.00 – 20.00Lending as a Financial Planning tool; looking at the asset liability balance sheet approach to asset management that a private bank utilises Graeme Price, UBS

Weds 21 Sep 18.00 – 20.00A whistle-stop tour around the world Justin Urquhart-Stewart, Seven Investment Management

Weds 23 Nov 18.00 – 20.00Charities: The new age of philanthropyProfessor Paul Palmer, Cass Business School

South West

Chairman: Pete Matthew CFPCM

Company: Jacksons Financial ServicesTelephone: 01736 360717 Email: [email protected]: Devon Hotel, Matford, Exeter, Devon, EX2 8XU



Surrey

Tues 25 Jan 17.30Niche marketing for Financial PlannersAndrew Neligan CFPCM, Informed ChoiceThe fund selection challengeSymon Stickney, Independent Strategic Research

Tues 1 Mar 17.30Behavioural finance & the psychology of investing / Body language – improving the quality of client meetingsStuart Podmore, JP Morgan Asset Management

Weds 4 May 16.00Create a successful Financial Planning businessPaul Etheridge FIFP, CFPCM, Prestwood Group

Tues 5 Jul 17.30If John Lewis were to create a Financial Planning Business what would they create?Nick Cann CFPCM, IFPEthics – a case study based debateOpen debate

Tues 11 Oct 17.30Keeping your employees happyKaren Halliday and Jackie Sewell, Coast Specialist RecruitmentMacro market updateNeil Dobson, Invesco Perpetual

Tues 8 Nov 17.30The use of assumptions in Financial PlanningCampbell Edgar FIFP, CFPCM , John Lamb LLPPensions updateMike Morrison, AXA Wealth

Chairman: Claire MenniCompany: John Lamb LLPTelephone: 0207 633 2222Email: [email protected]: Holiday Inn Guildford, Egerton Road, Guildford GU2 7XZ

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Weds 12 Jan 18.00 for 18.15Retirement matters update including the obscure!Colin Simmons, Prudential

Weds 9 Feb 18.00 for 18.15Charities and philanthropy – The big pictureProfessor Paul Palmer, Cass Business SchoolAndrew Pitt, UBS

Weds 9 Mar 18.00 for 18.15The adviser is the alphaNick Blake, Vanguard Investments UK Ltd

Weds 13 Apr 18.00 for 18.15What’s wrong with ETFsAndrew Wheeler, Absolute Fund Management

Weds 11 May 18.00 for 18.15Be up market! – Creating and implementing an additional business segmentGraeme Price, UBS and Adam Young, Dragonfly Financial Planning

Weds 8 Jun 18.00 for 18.15Logical thinking – What is it and how do you apply it?Dr Alice Drewery, Reading University

Weds 7 Sep 18.00 for 18.15Inheritance tax planning updatePeter Legg, Inheritance Tax Planning Matters Ltd

Weds 12 Oct 18.00 for 18.15All about iSharesKelly Farder, iShares

Weds 9 Nov 18.00 for 18.15Unravelling the Investment Market OutlookCraig Heron, Henderson Global Investors Ltd

Thames Valley

Chairman: Mark CherrillCompany: Incisive Wealth Strategies LLPTelephone: 0118 3753907 Email: [email protected]: Conference Suite, Prudential IBIS Club, Scours Lane, Reading RG30 6AY


Meetings are held monthly, with the exception of July, August and December, normally the second Wednesday of the month. A free meal is served following each meeting. The menu is sited on the IFP website under the Thames Valley branch. Please e-mail your selection when replying to the e-mail invitation which precedes each meeting.

There is ample free parking at the venue and new attendees are most welcome.

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Setting IFP members apart

Continuing ProfessionalDevelopment (CPD)

To get started, visit http://cpd.financialplanning.org.uk and login using your IFP member login details. For queries or to arrange an online demonstration email [email protected].

According to the FSA consultation papers on the subject, annual CPD activity should cover standards of ethical behaviour relevant to an individual’s particular job/role; the arrangements for maintaining competence should involve measurable objectives, targets and outcomes, and should cover the core subjects of regulation, ethics, investment principles and risk, personal taxation, practical application of knowledge and specialist expertise. It should aim to address any ‘gaps’ in the individual’s technical knowledge.

CPD arrangements should involve the evaluation of the success of the activity in meeting the objectives, targets and outcomes, and examples of good practice might include competing a forward-looking CPD plan each year, maintaining some form of CPD activity log (available to all stakeholders), and evaluating learning outcomes for each activity. The IFP’s Online CPD system covers all of these requirements.

Don’t forget to record your CPD points on the IFP’s CPD Online system. It has been designed to help you to identify and record your CPD activities (both structured and unstructured) in a simple and user friendly way.

The key benefits

•Aneasilyaccessibleplatform, free to members•Record,reviewandreportCPD activities easily•ExportcomprehensiveCPD records into a spreadsheet for ease of reporting•Benefitfromusefulshared resources posted by other members to aid learning•UsetheCourseSearcherfacility to identify courses, workshops and seminars

Institute of Financial Planning Whitefriars Centre, Lewins Mead, Bristol BS1 2NTT: 0117 945 2470 F: 0117 929 2214 www.financialplanning.org.uk

sponsor profile

threesixty, a major sponsor of the IFP for many years, is a leading provider of support services to over 570 directly regulated IFA planners and 6000 of the UK’s most highly thought of financial planners. Launched in 2003, threesixty delivers high quality support for firms of all sizes – including the provision of business consultancy ,product and fund research, compliance and technical helpdesks and other outsourcing solutions at every level a financial planner needs. threesixty’s highly qualified and approachable staff pride themselves on delivering excellent customer service and putting the needs of our clients first. A full menu of services is available for each firm to select from. Recognising that each Financial Planning and IFA firm is unique, with individual requirements, threesixty offers a flexible contract, enabling its clients to tailor the services they use, allowing them access to the most relevant expertise required to suit their business needs without paying for unnecessary services. The IFP offers a nationwide network of branches each of which provides regular, in depth, member-focussed meetings. This ability to provide bespoke workshops designed for specific groups, at no cost, is a valuable and virtually unique feature when compared to other professional bodies.

[branch programme - Financial Planning · PDF fileregulatory issues and technical matters, ......

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