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The AIOFP’s new partnerships and programs

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Manage episode 390526951 series 2512387
Contenuto fornito da The ifa Show and Momentum Media. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The ifa Show and Momentum Media o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss a range of new programs for its members.

Mr Johnston details the referral relationship between the AIOFP and UK-based private bank and wealth manager Coutts, as well as a joint venture with Next Rural, an Australian-based group part-owned by accounting firm PKF.

Listen as they discuss:

  • The AIOFP’s focus on elevating its Certified Financial Strategist (CFS) designation.
  • Its continuing education program, Aspire, which offers discounts to members
  • Why it is important to take a bipartisan approach to political lobbying.
  continue reading

237 episodi

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The AIOFP’s new partnerships and programs

The ifa Show

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published

iconCondividi
 
Manage episode 390526951 series 2512387
Contenuto fornito da The ifa Show and Momentum Media. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The ifa Show and Momentum Media o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss a range of new programs for its members.

Mr Johnston details the referral relationship between the AIOFP and UK-based private bank and wealth manager Coutts, as well as a joint venture with Next Rural, an Australian-based group part-owned by accounting firm PKF.

Listen as they discuss:

  • The AIOFP’s focus on elevating its Certified Financial Strategist (CFS) designation.
  • Its continuing education program, Aspire, which offers discounts to members
  • Why it is important to take a bipartisan approach to political lobbying.
  continue reading

237 episodi

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