Exams, awards and guest articles – your TFP team update

Published on September 19, 2019 by TFP Team

With a growing and thriving team, there’s always plenty of new things going on at the TFP offices!

So, here’s your guide to everything that’s been happening over the last month, including a book recommendation, a prestigious award nomination and a work-versary.

Read Casey’s guest article on New Model Adviser

Last month, we looked at the benefits of real financial planning. As part of our blog, we said:

“Once we get to know you, we use a range of tools including tax, contingency and cash flow planning to build and maintain a financial plan that will last you a lifetime.”

Cash flow modelling is one of a range of tools we use as part of the real financial planning process. The important takeaway from this is that it is one of a series of tools; it isn’t simply a magic bullet that financial planners can use as the basis for advice.

To underline this point, Casey provided a guest article on New Model Adviser this month looking at why cash flow modelling shouldn’t be sold to clients as a ‘product’ in the way that certain bonds or investments have been in the past.

You can read Casey’s article here.

Lucy nominated for prestigious New Talent award

This year, Professional Adviser has launched the first New Talent Awards in partnership with Architas to celebrate the emerging talent in financial advice.

The aim of the awards is to recognise and identifying the sector’s future leaders as well as shining the spotlight on the organisations and individuals that are helping develop and foster new talent in the industry.

We’re thrilled that our very own Lucy has been nominated in the inaugural New Talent awards in the ‘Rising Star of the Year’ category.

The ceremony will be held in London’s Glazier’s Hall later this month and so we wish Lucy the very best of luck in this competitive category.

Connor faces first financial services exam

Last month we welcomed new starter Connor to the TFP team. Connor has joined our technical team as a Technical Administrator and will support our planners in delivering real financial planning to our clients.

Despite only being with the business for a few weeks, he is already scheduled to sit his first financial services qualification! Having started to study for his Chartered Insurance Institute RO1 exam before he even began with TFP, he will shortly be sitting the first of several key financial services exams.

The RO1 unit focuses on developing knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics. Good luck to Connor, and to Dan and Olivia who also have exams coming up in the next few months. We’ll let you know how they get on!

As well as starting his financial services career by taking his first qualification, Connor’s commitment to his physical health has also had a positive effect on the team. His daily visits to the local gym have inspired others in the TFP team to do the same!

Connor is not the only one to be adding a string to his bow through a new qualification.

  • Dan has achieved a life coaching diploma via a brand-new skills academy. As well as obtaining this diploma, Dan is now also a convert to yoga as well as regular mindfulness practice using the Calm app
  • Ian is now a Level 1 qualified football coach and has taken his first step into football coaching by looking after his son Oliver’s Under 8 Witham Town team at the weekends. He must be doing something right, as Oliver has recently had trials for Chelsea and has been asked to play for the Chelsea Foundation squad!
September’s book recommendation

There’s a milestone for one of our Financial Planners this month as Dan celebrates his first year at TFP.

Dan joined TFP September 2018 having worked in financial services since 2005. His areas of expertise are client relationship management, the investment markets and building investment strategies and he has proved to be a major asset to the TFP team.

As a keen reader, to celebrate Dan’s first year with us we asked him to give us a book recommendation, and he chose A Golden Civilization and the Map of Mindfulness by George Kinder.

“This is a profound and very timely book given the chaotic world that we all currently live in,” says Dan.

“In a world that needs healing, people seem to be crying out for a new direction and this book provides real thought about how we can achieve this. With his immense wisdom and contagious passion, George sets out a blueprint for a more meaningful way to live that is not governed by greed and self-interest.

“If you have been yearning for a way to make a real difference, this book is full of teachings that you can implement in your lives that will have a huge personal and societal impact.”

Find out more and buy the book here.

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