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. 

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

 

Topic Date & time
Renewing your membership for the first time

Wednesday 12 November

11am - 12pm

How to update your CPD records on-line

Tuesday 18 November

11am - 11:30am

Completing your member return

Thursday 20 November

11am - 11:30am

Completing your firm return Tuesday 25 November

11am - 11:30am

Experiencing financial hardship

Wednesday 26 November

11am - 11:30am

How to set up instalments Thursday 4 December

11am - 12pm

How to avoid late fees Wed 21st Jan

11am - 12pm

How to update your CPD records on-line Tuesday 10 February

11am - 11:30am

Completing your member return

Thursday 12 February

11am - 11:30am

Completing your firm return Tuesday 17 February

11am - 11:30am

Experiencing financial hardship

Thursday 19 February

11am - 11:30am

How to avoid regulation Wednesday 25 March

11am - 12pm


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