Institute of Financial Planning

Day 3 - Wednesday 22 September

09:00	IFP CONFERENCE DESK OPENS / REGISTRATION

09:15	PROFESSIONAL DEVELOPMENT SESSIONS [30 mins]


	Make the most of your day by starting with one of three professional development sessions.

10:10	SESSION I: TRACK 1 - All about you
	Coaching - World class basics for everyday success
	John Neal Performance Coach
	The session will look at what coaching is all about, when you coach and how you coach others and yourself to achieve success. John will cover the World Class Basics of questioning, listening, trust rapport and system. The session is interactive and experiential.
	Personal development - 1.5 points

10:10	SESSION I: TRACK 2 - All about your business
	Intergenerational planning - win/win for clients and Financial Planners
	Karen P. Schaeffer CFP® Managing Member and Co-Founder, Schaeffer Financial LLC
	As more and more clients are caring for aging parents and assisting adult children, the need for intergenerational planning is becoming essential. Good news, planning with more than one generation in mind results in a better plan for the client and more stable business for the planner. This session will explore the practical aspects of successfully advising the needs of a multigenerational family.
	Technical knowledge - 1.5 points

10:10	SESSION I: TRACK 3 - All about your brain

10:10	SESSION I: TRACK 4 - All about your clients
	An ethic of leadership in times of crisis
	Chris Keeble DSO MSc FCMI Supernumary Fellow, Harris Manchester College, Oxford
	The role of “fiduciary” is a key responsibility for Financial Planners.This session will help Financial Planning businesses meet the tough legal and ethical standards of performance, compliance, corporate governance and social responsibilities while sustaining the goodwill of their teams and their clients, through personal example and the organisation’s purpose - the ultimate TCF challenge. It will help you to reflect on how you exercise your leadership role with ethical practice at the core, in order to provide clients with reasons for life and optimism, and so deliver the organisations' good purposes in the most effective way.
	Ethics - 1.5 points

11:00	REFRESHMENT BREAK

11:30	SESSION II: TRACK 1 - All about you
	Can you walk the talk?
	Richard Newman, Director, UK Body Talk Ltd
	Do you want to have more presence, authority and charisma in the key moments of business? If you want to present with confidence or be more persuasive then this session is a must. There are key moments of business when your personal impact makes all the difference. This session is especially useful for getting better results from networking, presentations, sales & negotiations. This session will deliver practical techniques you can use at work everyday.
	Personal development - 1.5 points

11:30	SESSION II: TRACK 2 - All about your business
	Fearless Referrals: ask in a way that's comfortable for YOU and market yourself for free
	Matt Anderson President, The Referral Authority
	For every 10 happy clients you have, at least six of them would refer you but they have never been asked. Join Matt to learn: Why others recommend you and what it takes to get referrals. How to get comfortable asking for referrals That there is wording that works: The 6 Steps to a Fearless Referral Conversation The missing pieces so you can get consistent, high-quality referrals from centres of influence
	Personal development - 1.5 points

11:30	SESSION II: TRACK 3 - All about your brain
	Would you be happy to defend your investment process in a court of law? If not, why not?
	Tim Hale Managing Director, Albion Strategic Consulting
	What constitutes a robust investment philosophy and process? What needs to be covered to stand up to legal and regulatory scrutiny? Where are the common weaknesses in a firm's process? Can advisers realistically hope to be able to deliver the investment services they puport to be able to deliver? Some of the key questions we will address in the session.
	Technical knowledge - 1.5 points

11:30	SESSION II: TRACK 4 - All about your clients
	Meeting the RDR Professional Standards requirements - a guide for Financial Planning firms
	Phil Billingham CFP^CM Strategy Consultant, threesixty services LLP
	Whilst many have focussed on the qualification requirements of the Retail Distribution Review, there are a number of other, more fundemental requirements that Financial Planning Firms should address. The Professional Standards requirement is one of these important requirements.
	Professional standards & compliance - 1.5 points

12:30	SESSION III: KEYNOTE 4
	Being the best you can
	Karren Brady
	The highly successful business woman, Karren Brady, will close the conference. Karren is the newly appointed assistant to Alan Sugar on BBC1's The Apprentice and the 'first lady of football'. Karren is passionate, straight talking and will use her personal experience of business success to inspire and motivate you to fulfil your personal and business potential within the Financial Planning profession.
	Personal development - 1.5 points

13:40	CONFERENCE CLOSES