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.