First World Financial Planning Day set for October

The Financial Planning Standards Board, the global standards-setting body for the Certified Financial Planner designation, is to hold its first World Financial Planning Day on Wednesday 4 October.

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Julie Lord: Certified Financial Planner is ‘Chartered PLUS’

The Julie Lord column

So the debate has been raging about whether Chartered Financial Planner or Certified Financial Planner is more useful.

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Want to be a global Financial Planning chief? Roles up for grabs

A worldwide Financial Planning body is seeking two new board directors as it bids to establish it as a global profession.

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11,000 HSBC staff to train as Certified Financial Planners

More than 11,000 HSBC financial advisers, planners and wealth managers are to be trained towards becoming Certified Financial Planners.

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