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Principles and Practice of Financial Planning

This one day workshop has been specifically designed for those working as financial advisers or Financial Planners to develop their Financial Planning skills. It is also an ideal workshop to understand what is required to become a CFP^CM professional.

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> What will I get out of it?	> BOOK NOW
> Entry requirements
> 2010 Dates
> 2010 Price
> CFP Certification Resource Library

WHAT WILL I GET OUT OF IT?

On completion of this workshop delegates will be able to:

Understand the Financial Planning process model
Produce a detailed client specific net worth statement and income and expenditure statement
Recognise the interplay between a client’s stated objectives
Identify the assumptions that will be required to produce a client specific plan
Produce time value of money calculations using a financial calculator
Practice Financial Planning analysis using MS Excel.

Building on the six step Financial Planning process delegates will work through a case study and will review net worth statements and produce a detailed income and expenditure statement. Attendees will also be able to practise shortfall calculations based on client’s given objectives. Listening and communication skills are also practised. READ MORE…

Please note: this workshop does not cover specific product recommendations.

ENTRY REQUIRMENTS

There are no formal qualifications required to enrol on this course but it is aimed at those advisers who have at least begun studying for more advanced qualifications such as the CII’s diploma or the SII’s Wealth Management Diploma, or any equivalent
There is no set criterion or amount of experience required before attending this course. Three years experience of working as an adviser or in the financial services sector is preferable to ensure understanding of issues addressed during the course.

In addition, an open mind, a willingness to learn, and numeracy skills are a must.

2010 DATES

Principles and Practice of Financial Planning	16 Feb (London)	16 Mar
	13 Apr	11 May (London)
	08 Jun	06 Jul
	03 Aug	07 Sep (London)
	19 Oct	16 Nov
	07 Dec

2010 PRICES

	IFP Member	Non Member
Principles and Practice Of Financial Planning	£285	£410

This course can also be taken as part of the Focused Assessment Programme. READ MORE…

> BOOK NOW

CFP^CM CERTIFICATION RESOURCE LIBRARY

> Download Introduction to CFP Certification

> Download CFP Certification entry requirements

> Download CFP Certification Syllabus

> Download CFP Certification Handbook

> Download CFP Marks use guide

IFP Supporters

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CFP^CM, CERTIFIED FINANCIAL PLANNER^CM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333