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September 2020

IFW Annual Conference 2020

September 21 - September 25
£180

A digital event dedicated to money and happiness with 18 inspirational sessions over 5 days with 30 days to view each session.

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How to Create a Successful Merger

September 23 @ 08:30 - 09:30
Free

Barry Horner, CEO, Paradigm Norton and Ruth Sturkey, Client Director, Paradigm Norton London and formerly of The Red House merged their firms in 2017. Here they look at what went well, what didn’t work so well, and the role culture plays in creating a successful outcome: getting ready to sell, looking to buy, agreeing the deal and what it’s like three years on. Learning objectives During this webinar you will: Discover how to identify a merger that works for your…

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How Financial Coaching adds massive value to clients and practitioners

September 30 @ 09:00 - 10:00
Free

An increasing number of financial advisers are developing their proposition to include Financial Coaching. Hear from two experienced Financial Coaches: Simonne Gnessen of Wise Monkey Financial Coaching and Catherine Morgan of The Money Panel about its transformational value.Discover how Financial Coaching can change lives by uncovering critical beliefs and issues, reduce anxiety by overcoming obstacles, and help the effective use of money in alignment with real goals. Learning objectives During this webinar you will: Understand how Financial Coaching differs from…

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October 2020

Financial Planning Week

October 5 @ 08:00 - October 11 @ 17:00

Financial planning is a professional service for individuals, their families, and businesses, who need objective assistance in organising their financial affairs to achieve their financial and lifestyle objectives more readily. https://www.cisi.org/cisiweb2/financial-planning-week-2020/financial-planning-week

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Six Stages of Financial Planning

October 7 @ 08:00 - October 22 @ 17:00
£750 – £800

This course run by the Financial Planning Training Academy takes place over six days which are spread out in October and follows the Financial Planning Standards Board (FPSB) six-stage process: Establish, Collect, Analyse, Develop, Implement and Review.

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World Financial Planning Day

October 7 @ 08:00 - 17:00

Financial Planning Standards Board Teams With Regulators Worldwide to Raise Awareness of Financial Planning worldfpday.org

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Quiver 1 day: Coaching skills for financial planners – Live virtual workshop

October 12 @ 11:00 - 18:30
£275

This one-day intensive master class, will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ understanding and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships. Feedback for the virtual course: “As someone who has been in the industry a while, and who has attended numerous courses, this one day workshop really stood out -…

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November 2020

Quiver 1 day: Coaching skills for financial planners – Live virtual workshop

November 23 @ 11:00 - 18:30
£275

This one-day intensive master class, will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ understanding and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships. Feedback for the virtual course: “As someone who has been in the industry a while, and who has attended numerous courses, this one day workshop really stood out -…

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