13th March 2014

IFP: The six step Financial Planning process: discover the difference

Our new conference ‘the six step Financial Planning process: discover the difference’ is going to be a real eye opener for those looking to develop their Financial Planning skills.

It aims to inspire and inform by shining a light on key aspects of the Financial Planning process which add such value for clients – and advisers too!

Who's it for?

This event is for you if you’d like to learn more about putting real Financial Planning into practice whilst understanding how it differs from more transactional financial advice.

It will be especially useful for advisers or Planners at an early stage of their career in Financial Planning, as well as Paraplanners and Financial Planning students. It’s also recommended for professional connections such as Accountants and Solicitors, helping them to understand more about the Financial Planning process.

What can you expect?

Real Financial Planning consists of a six step process. CERTIFIED FINANCIAL PLANNERCM professionals are the experts when it comes to this process and they are the best people to learn from.

In this workshop, six CFPCM professionals, all of whom are currently working in Financial Planning businesses, will lead you through each step in the six stage Financial Planning process:

  1. Establish and define the client-planner relationship - Andy Jervis CFPCM, Chesterton House Financial Planning Ltd
  2. Gather client data, including goals - Steve Martin CFPCM, Smart Financial
  3. Analyze and evaluate your financial status - Joanna Hague CFPCM, Investment for Life
  4. Develop and present Financial Planning recommendations and/or alternatives - Julie Lord FIFP, CFPCM, Bluefin/Towry
  5. Implement the Financial Planning recommendations - Chris Bowmer CFPCM, Fortitude Financial Planning
  6. Monitor the Financial Planning recommendations - Gini Bolton CFPCM, Fiscal Engineers.

This is a rare opportunity to pick up practical tips and ideas directly from leading practitioners.

Find out more about this conference

Business Development

Registration

Free Registration and CPD

Read More

Related Articles_

Business Development Manager 2026: Salary Trends and Industry Insights

Paul Harper Search is proud to present the 2026 BDM Salary Survey an essential resource for BDMs, Strategic Partnership Managers, Telephone Account Managers, and the businesses that employ them across the financial services intermediary distribution market.

Read More

Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Read More

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Read More

Login

Not yet registered?

Please complete this form to join our community

Name
Email
Company
Select your role:
Password
Confirm Password