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The AIOFP’s new partnerships and programs

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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

264 episode

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The AIOFP’s new partnerships and programs

The ifa Show

0-10 subscribers

published

iconBagikan
 
Manage episode 390526951 series 2512387
Konten disediakan oleh The ifa Show and Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The ifa Show and Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

264 episode

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