• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Amyr Rocha Lima CFP

    CISI picks Rocha Lima to chair Financial Planning Forum

  • Editor Kevin O'Donnell

    Editor’s Column: Financial Planning Week has a new ally

  • FP Week 2020 logo

    Financial Planning Week 2020 gets under way

  • Martin Ruskin

    Planners may need help to cope with 'no-deal' Brexit

  • Hamish Warnock

    Raymond James exec to chair CISI Wealth Forum

  • Editor Kevin O'Donnell

    Editor’s Column: Financial Planning Week deserves more support

  • Amyr Rocha-Lima

    Q&A: New CISI Financial Planning Forum chair Rocha-Lima

  • Chartered Body Alliance

    Call for Financial Planning bodies to work together

  • Video calling was widely used during Financial Planning Week (picture posed by model)

    Hundreds of Planners backed Financial Planning Week

  • CISI Financial Planning Awards taking place virtually

    Revealed: CISI 2020 Financial Planning Awards winners

  • New independent director Jane Valls

    Brewin and Barclays Wealth execs join CISI board

  • Jacqueline Lockie

    Head of Financial Planning Lockie to leave CISI

  • Sally Plant

    SJP Paraplanner is new CISI Financial Planning head

  • Typical FCA register professional status entry

    FCA praised for adding professional status to register

  • CISI website

    CISI exams go online

  • CISI CEO Simon Culhane

    Only 1 in 5 confident their firms support ESG 

  • CISI Paraplanning Conference

    CISI unveils Paraplanner Conference 2021

  • Rebecca Tuck winning Paraplanner of Year Award at 2018 Conference

    Financial Planning Conference back as in-person event

  • Simon Culhane

    Confidence rises for financial services professionals 

  • CISI

    CISI adds ethical investment course for practitioners 

Page 17 of 23

  • Prev
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.