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IFP

Your profession

Marlene Shalton: Why I couldn't stick my first advice job

IFP President Marlene Shalton tells Scott Sinclair about financial planning, awkward clients and why she couldn't stick her first job in advice...

clock 18 August 2011 •

Investing in the profession

Register of financial planning firms to be launched

A register of financial planning firms which meet set criteria is to be launched and made available to consumers.

clock 03 August 2011 •

RDR

IFP and Aberdeen launch educational seminars

The Institute of Financial Planning (IFP) and Aberdeen Asset Management are to hold a series of free educational seminars for advisers, beginning with an event focusing on post-RDR remuneration models.

clock 29 July 2011 •

RDR

Gap fill: Understanding investment theories

In the latest in our exclusive series of gap fill articles helping you prepare for RDR, Jackie Lockie covers everything you need to know about the main investment theories…

clock 07 July 2011 • 14 min read

Investing in the profession

The IFP's ten questions for consumers to ask a planner

The Institute of Financial Planning (IFP) has put together a list of ten questions it recommends all consumers ask a financial planner before they agree to do business with them...

clock 06 July 2011 •

Regulation

Adviser or planner? Billingham slams this 'sterile' debate

Simmering debate about whether a financial planner offers better value to clients than a financial adviser "is completely misleading and sterile", according to threesixty head of business consultancy Phil Billingham.

clock 06 July 2011 •

Investing in the profession

IFP Certificate in Paraplanning recognised by CII

The Institute of Financial Planning (IFP) has confirmed its Certificate in Paraplanning has been recognised under the Chartered Insurance Institute (CII) qualifications framework.

clock 22 June 2011 •

Regulation

The professional bodies that only issue SPSs to members

Five of the six professional bodies provisionally awarded by the FSA with accredited status this week will mandate membership before issuing advisers with practicing certificates. Want to know who they are?

clock 07 June 2011 •

Your profession

Billingham: Paraplanners must interact with clients

Paraplanners must have some sort of client-facing role within a successful advisory business, according to Phil Billingham.

clock 27 May 2011 •

Your profession

How to write the perfect suitability letter

Paraplanner Martin Vaughan gives his top tips on creating the ideal client suitability lettter.

clock 26 May 2011 •
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