Workshops for you and your clients

FPC leads the way

We are committed to helping our team enhance their professional qualifications and to raising professional standards generally in our industry.

In addition to our membership of the Institute of Financial Planning (Mark and Moira are founder members), we also fully support the Personal Finance Society’s efforts to raise awareness of the Chartered Financial Planner status.

As a firm, we were one of the first in the UK to achieve this accreditation, which is re-assessed annually and we are now part of a focus group of Chartered Financial Planners in the North West with whom we seek to share best practice.

Our workshops and seminars

We are keen to show how Financial Planning can play an important part in helping our mutual clients translate their material success into meaningful success in their daily lives, and we are happy to offer a range of valuable workshops and seminars.

FPC workshops currently include:

  • Pensions update – the latest legislative changes
  • FPC AIMS – how asset and income cashflow modelling can transform your clients’ planning
  • Successful Investment Planning – FPC’s philosophy and approach

If you are interested in us hosting a workshop for you and your colleagues or clients on Financial Planning and how it can help, please call Bernice Blundell at FPC on 01704 571777 or email ku.oc.cpfnull@ecinreb

Financial Planning Corporation