IFAs flock to Life Planning workshops

• Life Planning has become the ‘Marmite of the industry'. You either love it or hate it - but IFAs want to learn more
• IFAs want to know if US Life Planning methodologies work in UK practices
• Clients want Life Planning - IFAs owe it to them to learn the skills needed

IFAs are increasingly intrigued by Financial Life Planning and are taking steps to learn how it can be integrated into their service proposition.

Workshops in London, Bristol, Manchester, Glasgow and Belfast are filling up fast, with one London workshop selling out in hours.

Whilst keen to know more about Life Planning and how it can work in an IFA's practice, to date teaching of the skills and methodology has only been available from US based providers, and many IFAs are unsure as to whether it is appropriate for UK IFA practices.

IFA Life's founder Philip Calvert said today:

"There has been a huge amount of hype around Life Planning, but most IFAs would like to see how it fits from a British perspective."

Calvert continued:

"IFAs are signing up left, right and centre because they realise that with RDR on the horizon it's very important to broaden their range of advice services - or at the very least to learn new skills that will help them to look after their clients even better."

"The fact is, that clients ARE interested in Life Planning and will and do pay for it, so IFAs owe it to their clients to learn more about it."

Co host of the workshops is Tina Weeks of Serenity Financial Planning. Weeks, who is also the UK representative for the Kinder Institute of Life Planning said today:

"I'm absolutely fascinated by the way every client I have seen lately is completely intrigued by and wants to experience Life Planning. This is a really big opportunity for IFAs."

Real examples of how IFAs are using Life Planning with clients

The purpose of the Introduction to Financial Life Planning workshops is to cut through the hype and show exactly what Life Planning is and even more importantly what it isn't. Including:

• How and why Life Planning works in a post RDR world
• The main Life Planning methodologies and how they differ
• Life Planning myths and reality
• Real examples of how IFAs have introduced Life Planning to UK clients
• Examples of Life Planning exercises that you can use with clients straight away
• Why Life Planning skills are essential for every financial planner in the changing financial landscape
• How Life Planning helps you to differentiate your practice
• How to incorporate Life Planning into an existing IFA practice
• How to charge for Life Planning
• Integrating cash flow modelling with Life Planning
• Whether you should offer Life Planning as a stand-alone service or as part of an existing service proposition

Plus:

• Key marketing techniques to market and promote communicate your Life Planning proposition

Workshops are taking place on:

19th March - London (sold out)
26th April 2010 - Manchester
28th April - London
29th April - Bristol
25th May - Glasgow
26th May - Belfast

Full details are at www.ifalife.com/LifePlanningWorkshops

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