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Conference 2008: Day 3 - Wednesday 1st October
| 09:00 |
IFP CONFERENCE DESK OPENS / REGISTRATION |
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| 09:45 |
SESSION I: INTRODUCTION TO DAY 3 |
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Barry Horner CFP will take up presidency of the IFP from this morning and he will make his first address as president during this session.
During this session, the awards for the most innovative and educational stands will be made and and, new this year, the David Norton "Business Excellence" Award.
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DOWNLOAD SLIDES/NOTES: Barry Horner.pdf
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| 10:30 |
SESSION II: TRACK 1 - Business & personal development |
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Performing like an elite athlete - applying how they think to your world |
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Dr Chris Shambrook Performance Director, K2 |
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You will be introduced to the simple approaches to improving performance that athletes and coaches take. Moving beyond technical and tactical competencies, you will be challenged to identify how you can find new performance levels by considering yourself in the same holistic performance manner utilised so successfully in elite sport. A practical, relevant and challenging approach will encourage Financial Planners to think differently about preparing for and rising to day to day performance challenges.
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DOWNLOAD SLIDES/NOTES: Chris Shambrook.pdf
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| 10:30 |
SESSION II: TRACK 2 - Real Financial Planning |
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Lessons from 10 Years of Risk Profiling |
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Geoff Davey Co founder & Director of Research and International Business, FinaMetrica Pty Limited |
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In this session, Geoff will cover a mixture of the big picture and detail covering the current state of play with risk profiling.
- The 1-2-3 of Risk Profiling
- The 5 most common errors
- Risk profiling in a Bear Market
Following this session, planners will be able to:
- Evaluate risk profiling systems,
- Avoid the common mistakes, and
- Adjust to the special requirements of a Bear market.
Planners will also be brought up to date with the latest research findings.
Finametrica have created a site specially for IFP conference delegates where you can go & create a complimentary profile:
Create a complimentary Finametrica profile
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DOWNLOAD SLIDES/NOTES: 1030 Geoff-Davey.pdf
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| 10:30 |
SESSION II: TRACK 3 - Technical solutions for clients |
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Marriage & the Financial Planner - divorce, wealth protection & alternative dispute resolution |
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John Nicholson & Richard Hogwood Speechly Bircham |
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In this session John and Richard will cover:
- Approach of the English courts to asset division on divorce
- Strategies to protect wealth on divorce - trusts and pre-nuptial agreements
- The role of the Financial Planner in divorce proceedings
- Alternatives to litigation - mediation and collaborative law
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DOWNLOAD SLIDES/NOTES: 1030 Speechly-Bircham.pdf
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| 10:30 |
SESSION II: TRACK 4 - Paraplanning & fundamentals |
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The eighth wonder of the world |
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Campbell Edgar FIFP CFP City Division Director, Andersen-Charnley Limited |
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During this session Campbell will seek to demonstrate some of the 'how-to's of using appropriate technology to harness the power of compound interest (the Eighth Wonder of the World). He will show you how to use financial mathematics and numbers, in particular the use of simple formulae, in the development of your own spreadsheets. These you can use to 'wow' your clients.
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DOWNLOAD SLIDES/NOTES: 1030 Campbell-Edgar.pdf
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| 11:45 |
SESSION III: TRACK 1 - Business & personal development |
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High performance business management |
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Brett Davidson Chief Executive, FP Advance |
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What does a high performance advice business look like and how can you operate at similar levels of business performance? The answer is simple; great businesses execute their strategy quarter by quarter while the others don’t.
This session will take you through an Elite Business Management Process guaranteed to generate high performance for your business.
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DOWNLOAD SLIDES/NOTES: 1145 Brett-Davidson.pdf
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| 11:45 |
SESSION III: TRACK 2 - Real Financial Planning |
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More about people, less about money |
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Brian Sweeney CFP National Business Consultant, Pivotal Consulting |
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Brian will cover the following key points:
- Why do some people achieve at a higher level than others. What is it that causes this to happen – the secret of success?
- How does this apply to the world of business in general and financial planning in particular?
- What can planners learn from the world of psychology?
- What is motivational theory and why is it important for us to know in the context of our role as Financial Planners?
- What is the next stage of development for Financial Planners – what should we aspire to having gained the CFP License?
- Gestalt Theory – what is it and why is it fundamental to the comprehensive Financial Planning model?
- Maslow’s Hierarch y of Needs – where this fits into the planning process linking to needs and values
- How do we deal with clients who have to face life changing goals and aspirations?
This presentation takes planners into the world of coaching and psychology in order to gain a greater appreciation of the developing role of the professional planner. The session is entertaining, thought provoking and will certainly challenge planners at all levels of experience in a very positive way!
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DOWNLOAD SLIDES/NOTES: 1145 Brian-Sweeny.pdf
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| 11:45 |
SESSION III: TRACK 3 - Technical solutions for clients |
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Investing in turbulent times |
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Mark Harries Investment Director, SWIP Multi-Manager Team Scottish Widows Investment Partnership |
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Mark will examine investing in volatile markets and how a multi asset approach using funds with proven and experienced managers that are able to invest in a range of asset classes and financial instruments could provide real world solutions to clients.
Mark will also look at the market prospects for the remainder 2008 and into 2009. Mark will explain why the inclusion of alternative asset classes can achieve real investment growth while protecting market gains achieved during bull markets.
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DOWNLOAD SLIDES/NOTES: 1145 Mark-Harries.pdf
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| 11:45 |
SESSION III: TRACK 4 - Paraplanning & fundamentals |
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Knowing your type! |
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Tony Harris A qualified Myers Briggs practitioner |
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After more than 50 years of research and development the “Myers Briggs type indicator” is the most widely used instrument for understanding normal personality differences. This can be utilised for:
- self understanding / awareness & development
- career development
- team & organisational development
- management & leadership training
- relationship counselling
The great thing about this tool, is that it focuses entirely on the positives and differences within individuals.
By the end of this session you should:
- Know your preferences and personality type
- Understand how your behaviour can influence some people easily and others less so!
- Be able to apply what you learn easily.
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DOWNLOAD SLIDES/NOTES: 1145 Tony-Harris.pdf
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| 12:45 |
SESSION IV: KEYNOTE 3 |
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How to be the best you can |
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Michelle Mone Founder & Co-owner, MJM International |
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Entrepreneur, panellist of 'The Apprentice - You're Fired' and founder of Ultimo Bras, Michelle gives her tips on business success.
Determination, enterprise, commitment strong marketing and listening skills are all vital for successful Financial Planners, so meet Michelle Mone! After leaving school at 15, she built a hugely successful career on an incredibly simple concept; giving today’s
women what they want. Everything Michelle does stems from her ethos of hard work and listening to her customers’ needs. Share
the highs and lows of her career to date and some of the key lessons she has learnt. You won’t fail to be inspired by this mother of three who has juggled the demands of her family along with those of being one of the most successful entrepreneurs and business leaders in the UK today. A highly ‘uplifting’ way to end this conference!
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CFPCM, CERTIFIED FINANCIAL PLANNERCM and  are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
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Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333
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