IFP South West & Wales Conference 2009
Financial Planning - The core to a winning business model
Thursday 3 December 2009 - The Aztec Hotel, Bristol

Sponsored by:

INTRODUCTION

This year’s South West & Wales Conference, sponsored by Stenham, takes place at the Aztec Hotel in Bristol on the 3 December 2009. Based on feedback and the nature of IFP events the core of this conference programme is related specifically to Financial Planning - in particular, bringing you sessions that have been oversubscribed and got great feedback at other IFP events this year.  As always, you can expect plenty of opportunities for CPD, networking and developing new skills and ideas that you can take away and use. 

THE PROGRAMME

The presentations/further information for the following are now available to download [click the presentation title]:

2010: The end of the last decade or the beginning of the next?
John O. Velis, Ph.D, Head of Capital Markets Research, EMEA, Russell Investments Ltd

Cashflow modeling – life essentials
Jane Wheeler FIFP, CFP, Direction Financial Planning LLP
 
Technology for better client servicing, improved communication & more satisfied clients
Tessa Lee, CEO, FinQS Hedge funds: the pioneers of absolute return investing     

Hedge funds: the pioneers of absolute return investing
John Long, Head of UK Intermediary Sales, Stenham

The power of communication - understanding people
Michael Crowe & David Chapman, Directors, Think Feel Know

Capturing and processing information with mind maps and software
Andrew Wilcox, Director, Cabre Limited

CPD

The conference is worth 7.0 CPD points.

THE VENUE

Aztec Hotel
Aztec West
Almonsbury
Bristol BS32 4TS

T: 01454 201 090
W: www.aztechotelbristol.com 

View the Map & Directions