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Show Notes
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.