With the ‘credit crunch’ biting ever harder, more people are taking advice from a personal financial planner, but what does a financial planner do and how does a financial planner differ from a financial adviser?

This presentation will look at the key steps to take to create a personal financial plan and consider the benefits that can be obtained from it. In considering why the financial services industry has such a poor public perception, the presentation will look at the ways that the industry is trying to tackle this.

Your speaker

Oliver Princep BA, ACA, CTA, CFP is a member of the Institute of Financial Planning.  He is a senior lecturer at the Manchester Metropolitan University Business School and the unit leader for personal financial planning on the final year undergraduate degree courses.