IFA Membership Renewals

Hosted by IFA Membership Manager, David Haste, the IFA are running a series of free webinars focused on helping you to renew your membership. You will receive 1 CPD hour per webinar.

During these sessions you will learn how to renew your membership, practising certificate, firm membership, how to pay your fees, and what to do if your circumstances have changed. 

The topics which will be covered include:

  • What is required of you 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, and where to find additional CPD courses to help support your CPD requirements
  • How to complete your member and firm return
  • Financial support available to you
  • Different payment options available and how to take advantage of these

 

Date Topic
RECORDING AVAILABLE How to renew and set up instalments online before the deadline
RECORDING AVAILABLE How to avoid being charged late fees
RECORDING AVAILABLE How to complete your returns to avoid going into disciplinary

About the speaker:

David HasteDavid Haste

David Haste joined the IFA in 2014 as a membership executive and was promoted to the IFA's Membership Manager role in 2016, having previously worked in other senior membership and education posts.

David has been involved in the renewal process since joining the IFA and has seen how the process has changed. David is keen to share his knowledge to help support members through the process, ensuring that that members can take full advantage of the facilities the IFA offer during the renewal process including;

  • CPD compliance
  • Setting up instalments to help spread the cost of payments
  • Reduced subscriptions for those on low income