Planners urged to tell world about Financial Planning’s benefits

The CISI is calling on its Financial Planning members to get involved in World Financial Planning Day on Wednesday 3 October and UK Financial Planning Week from 3-10 October.

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World Financial Planning Day 2018 set for 3 October

The global Financial Planning body the Financial Planning Standards Board is to hold its annual World Financial Planning Day 2018 on Wednesday 3 October.

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FCA and CII launch new test for Level 4 Diplomas in Financial Planning

The FCA and CII have launched a reassessment test of the level 4 Diploma in Financial Planning for advisers.

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CISI urges planners to back Financial Planning Week 2018

The Chartered Institute for Securities & Investment is urging UK Financial Planners to sign up for Financial Planning Week 2018 which runs from 3 to 10 October and aims to raise the national profile of Financial Planning through a campaign of consumer engagement.

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