Set up in late 2019, the Initiative for Financial Wellbeing (IFW) is a not for profit membership organisation that provides a forum for debate, learning and dissemination of what effective Financial Wellbeing practices look like and what they can achieve in a Financial Advice / Planning firm.

Aimed at Advisers, Planners, Para-Planners and Financial Coaches the IFW provides this community with a series of regular events, an annual conference, regional get togethers and structured learning programmes to support members as they develop their learning and understanding.

CPD activities

  • Financial Wellbeing Certificate
  • IFW Conference
  • Invest in Wellbeing

Who should attend?

  • Financial Advisers
  • Financial Planners
  • Financial Para-Planners
  • Financial Coaches

Further Information:
https://initiativeforfinancialwellbeing.org.uk/