Learning & Development

Here you will find more details on courses available through the IFW for both members and non-members plus information on research we have been involved with.

9th February 2023

The Financial Wellbeing Certificate

IFW Audit Review

March 2023

Coaching Skills for Financial Planners

24th February 2023

Understanding Client Money Behaviour

Protection Insurance in Practice

Hymans Robertson Financial Coaching Programme

Research - Can Nudges be used for improved Financial Wellbeing

Research on Adviser Competencies

Get involved

The initiative will be member-led. We’d love to hear from individuals and organisations who would like to get involved.