Home Institute of Advanced Financial Planners

Company: Institute of Advanced Financial Planners

21 results found
social media

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35
plant with coins

Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium

  • By: Katie Keir
  • September 29, 2022 September 29, 2022
  • 15:59
Young female hands tablet with red and blue charts analyze concept calculation

“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson

succession planning

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:29
closeup of sheet of paper filled with calculations with pencil

The organization is recognizing the education and skills that CFAs already possess

  • By: IE Staff
  • October 5, 2020 October 15, 2020
  • 11:40
mature woman with tablet

A tax expert at the IAFP symposium discussed the factors to consider


This year’s theme was “Making Financial Planning a Recognized Profession”

  • By: IE Staff
  • June 6, 2019 October 17, 2019
  • 13:53

The similarity of Advocis’ IAFE could create confusion

New name of relaunched CLU could create confusion with IAFP, ruling states

Women in Capital Markets honours three professionals at annual awards luncheon

Bryce Cross has now won in this competition for the second time in its short three-year history