How to complete your returns to avoid going into disciplinary | 14 March

The topics covered include:

  • What is required in order to renew your membership
  • How to log in to your IFA member and firm dashboards
  • How to update your personal and firm details
  • How to update your CPD records
  • Where to find CPD events to help meet your CPD requirements
  • How to complete your member and firm return
  • Financial support available 
  • Different payment options and how to set them up

Who is this presentation for?

Suitable for members looking for support to complete their member and firm returns. 

Date: Thursday 14 March 2024
Time: 11am - 12pm
CPD hours: 1
Price: Free

     


About the speaker

David Haste

David Haste has been the IFA's Membership Manager since 2016, having worked previously in education and membership.

David is keen to help support members through advancement and enrichment, ensuring that they take full advantage of the great opportunities the IFA can provide them.