Accredited Financial Planning Firms conference success

28th March 2012

Back in October 2011, the Institute of Financial Planning (IFP) launched its register to identify leading financial planning firms that meet the highest of professional standards, namely the Accredited Financial Planning Firms™. We’re proud to announce that Fortitude Financial Planning was one of the very first to be accredited.

Last week we attended the inaugural annual conference held by the IFP exclusively for accredited firms. It was an excellent event and we thought we would share information about the accreditation, the conference and the new IFP “great minds think alike” campaign with you on our blog.

The IFP are the UK professional body committed to the development of the multi-disciplinary profession of Financial Planning. They certify, uphold and monitor the professional standards of Financial Planning practitioners to protect the interests of members of the public, thus ensuring that they receive effective Financial Planning advice at all times.

The IFP promotes the practice of Financial Planning and recognises those Financial Planning firms that demonstrate their commitment to the highest professional standards via the Accredited Financial Planning firms register.

The exclusive conference for accredited firms took place at the Hilton Hotel, Kensington. It proved to be a great success, with a focus on supporting business growth, marketing and client engagement. Session leaders at the event included Brett Davidson, Darren Shirlaw, Julie Littlechild and Jon Pittham.

The IFP also launched the “great minds think alike” campaign, designed to drive the further development of the Financial Planning profession for the benefit of consumers. There was plenty of opportunity for delegates to contribute and share best practice. Nick Cann and Nick Blake commented on the success of the event.

“We were delighted that the inaugural conference for Accredited Financial Planning firms has proved so popular, being attended by the large majority of those currently on the register” Nick Cann, CEO of IFP.

“It was a pleasure to be involved in the inaugural Accredited Firms conference. The IFP has led the way in raising the bar of professional standards and improving client outcomes. This was evident in the gathering of quality Advice Practices at the event and the diversity and passion clearly demonstrated around the topics discussed. Congratulations to the IFP and to the Accredited firms for championing the standards required in future” Nick Blake, Head of Retail, Vanguard Asset Management Ltd.

The strapline for the “great minds think alike” campaign highlights the IFP’s dedication to great thinkers and their commitment to creating a like-minded community amongst the leading firms in the financial planning profession. We are proud to be a part of this movement.

We are really looking forward to seeing the evolution of the “great minds think alike” marketing campaigns – the very first of its kind. We are also excited to hear more about their initiative to support members in their marketing and help them to gain maximum professional and consumer recognition as a leader in the profession.

If you would like to read more information on the IFP and accredited firms, please visit their website. For more details on the “great minds think alike” campaign, please visit IFA online.