Events
21st May 2024
The IFW Annual Conference 2024
The IFW ‘Invest in Wellbeing’ Annual Conference is on 21st May 2024, with an optional social event the night before.
If you are an IFW member, click here to secure your place now and save money.
These tickets are exclusive to IFW members.
Find out about IFW membership.
The IFW Conference takes place on 21st May 2024 at the Windmill Village Hotel in Coventry. You can also purchase a ticket for the optional social evening event on 20th May at the same venue.
These prices are only available until 30th September, after which Early Bird tickets will go on sale for both IFW members and non-members.
We will have our usual packed agenda full of inspirational speakers – more details will follow, so keep an eye on our website and watch out for further emails.
Book your ticket now to secure your spot at the great financial wellbeing event of 2024.
Next Forum: 9am, Thursday 19th October
The Forum for Coaches & Planners - 3 open-ended questions your clients need you to ask
This monthly meeting is for all coaches, planners and paraplanners with an interest in coaching. It is an opportunity to meet new people, understand better how we all serve our clients and identify ways we can work in unison to deliver the message about Financial Wellbeing.
The next Forum is at 9am on Thursday 19th October.
Book here.
Your host is Lorraine McFall, IFW Board member, financial coach and founder of Money Matters Financial Coaching
Lorraine will open the topic:
3 open-ended questions your clients need you to ask
Initially established as a forum where planners and coaches can learn from one another, this is the place to discover how to dig deeper in client meetings for better results, whether that’s via financial coaching tools or simply learning to use a moment’s silence to allow room for your clients to realise what they really want to ask or tell you.
In order to encourage an environment where people feel free to speak openly, we don’t currently record the Forums.
Breakout rooms are a common feature of these sessions, allowing you to get into small groups to discuss questions posed by the topic. There’s also plenty of time to ask questions and share your own hard-won knowledge.
Your Forum host – Lorraine McFall
Lorraine McFall is a financial coach and founder of Money Matters Financial Coaching who uses her coaching, legal and financial experience to help clients achieve financial wellbeing. Lorraine equips her clients with the skills they need to develop better money habits, identify their financial goals and develop a plan to achieve them while exploring any self beliefs or behaviours that impact their relationship with money and the results they achieve.
Registration
IFW Members IFW Forums are free monthly hour-long events for IFW members.
Non-members may attend once to get a taste of what we’re talking about. If you want to come along and learn from experts, sign up for only £15 per month plus VAT here.
Dates for your diary for upcoming IFW Forums at 9am:
23rd November: How (& why) to give clients an active voice in meetings.
14th December (earlier than usual due to Christmas): Goals vs intrinsic motivations (& how to capture these). With co-host Tina Weeks.
18th January 2024: Small changes to recommend for big results.
Next Roundtable: 11am, Thursday 5th October
The IFW Roundtable – Are behaviours inherited or learnt? How can we turn that knowledge to the client’s advantage?
This is the place for deep, exploratory dives into big, and sometimes complex, ideas. Join the experts for an informed discussion.
The next Roundtable is at 11am on Thursday 5th October.
This event is accredited for structured CPD hours.
Members and non-members attending for the first time can book here.
Catherine Morgan, financial planner, certified financial coach, podcaster and founder of The Money Panel, will introduce the topic:
Are behaviours inherited or learnt? How can we turn that knowledge to the client’s advantage?
Your key learning points:
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Understand the genetic and environmental influences on money behaviour
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3 key questions to shift your clients emotional state
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How to implement behavioural milestones in client meetings
Your expert – Catherine Morgan
Catherine Morgan
Catherine is a multi-award winning qualified Financial Planner and award-winning Certified Financial Coach, on a mission to reduce financial anxiety and increase financial empowerment and resilience for 1 million people around the world.
She is host of the top 0.5% global podcast ‘It’s not about the money’ International author of the number 1 bestselling book ‘It’s not about the money’ and founder of The Money Panel.
Your Roundtable Host – Funmi Olufunwa.
Funmi is a personal finance expert, former lawyer, financial educator and coach as well as being an inclusion and equality activist.
Registration
IFW Members Roundtables are free monthly hour-long expert-led discussions for IFW members.
Non-members may attend once to get a taste of what we’re talking about. If you want to come along and learn from experts, sign up for only £15 per month plus VAT here.
Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.
Dates for your diary for upcoming Roundtable discussions at 11am:
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2nd November: The role of financial professionals in reducing client anxiety. Expert: Simonne Gnessen
- 7th December: How cognitive bias can impact financial wellbeing. Expert: Alan Whittle
IFW Roundtables are free monthly events (among many that members can take part in) for IFW members, so if you want to come along and join the discussion, sign up for only £15 per month plus VAT here.
Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.
Next Wellbeing Cafe: 1pm, Tuesday 10th October
Wellbeing Café - 'Why every financial services professional should talk about philanthropy.'
Our Wellbeing Cafés are your monthly half-hour lunch-and-learn, designed for anyone who is short on time but keen to discover more about subjects related to financial wellbeing.
The next Wellbeing Café is at 1pm on Tuesday 10th October.
Members (and non-members attending for the first time) should book here.
Emma Beeston, philanthropy advisor, consultant and author of ‘Advising Philanthropists: Principles and Practice’, presents the topic:
Why every financial services professional should talk about philanthropy.
Your key learning points:
- Understanding the emotional and transactional aspects of philanthropy advice
- What gets in the way of raising philanthropy as a topic
- Why discussing philanthropy helps your clients and your business
Your guest speaker – Emma Beeston
Emma is a philanthropy advisor. She works as a consultant supporting individuals and families to start giving and to give well. Emma is co-author of a new book, Advising Philanthropists: Principles and practice which seeks to raise awareness of philanthropy advice and its value.
She teaches on two Masters programmes on philanthropy at the University of Kent and Bayes Business School and also delivers training on grant-making for the Association of Charitable Foundations. She co-founded the giving circle, Bath Women’s Fund.
Each month we bring in an expert with something valuable to share and give you the chance to sit back, enjoy a talk from a seasoned speaker, and then ask your questions. Our speakers include university professors, researchers and practitioners. Attendees typically come away with armfuls of notes and resources to deepen their understanding of human motivations and triggers they can implement to enrich client interactions.
Your Wellbeing Cafe Host – Hiren Panchal
Your Wellbeing Cafe host is IFW member Hiren Panchal, Certified Financial Coach and Founder of Wensons Financial and Wensons Legacy.
Registration
IFW Members Wellbeing Cafes are free monthly half-hour ‘lunch and learn’ events for IFW members.
Non-members may attend once to get a taste of what we’re talking about. If you want to come along and learn from experts, sign up for only £15 per month plus VAT here.
Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.
Dates for your diary for upcoming Wellbeing Cafe lunch and learns at 1pm:
- 14th November – Sarah Marks, CEO of RedSTART: Why teaching children about money leads to brighter futures.
- 12th December – Chris Budd, author and Founder of the IFW: Why the 4 cornerstones of financial wellbeing should matter to your client.
*Past IFW event – look out for more like this*
*Bonus event!* Accessing the next generation… of clients, and talent.
*Past IFW event – look out for more like this*
In this special hour-long webinar, Chris Budd was joined by Adam Price, founder of both Octopus MoneyCoach and VouchedFor. Together, they explores how building a financial coaching practice could help advisers:
- More quickly recruit, develop and monetise new talent, as financial coaches
- Support younger clients profitably without the regulatory risk and cost
- Create the capacity to open up new routes to market, such as local workplaces
- Bring more diversity into the industry – among both clients and talent
Get involved
The initiative will be member-led. We’d love to hear from individuals and organisations who would like to get involved.