Carter: CFP is only recognised title for proper Financial Planning
- Friday, 24 March 2017
- Comment
Much debate is ongoing about the merits of being a Certified or Chartered Financial Planner, writes Keri Carter CFPTM, managing director of Broadway Financial Planning.
Read more...Atkinson: Paraplanners will need Chartered status
- Thursday, 23 March 2017
- Comment
The whole ‘Chartered Body Alliance’ thing seems to have come out of nowhere to me. Clearly it has been brewing for a while and I think that it is a good thing for financial services.
Read more...Editor's Comment: A breath of fresh air for Financial Planning
- Wednesday, 01 March 2017
- Comment
It’s not a merger but it is a step forward for the Chartered adviser bodies and the Financial Planning profession and it’s long overdue.
Read more...Atkinson: Are Paraplanning and Financial Planning separate?
- Friday, 27 January 2017
- Comment
It’s all too easy to become distracted by the hysteria of presidents, prime ministers, politics and performance in this busy start to 2017.
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