1. EachPod

The AIOFP’s new partnerships and programs

Author
Momentum Media
Published
Wed 20 Dec 2023
Episode Link
http://theifashow.libsyn.com/the-aiofps-new-partnerships-and-programs

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.

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